Cathy Pareto & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cathy Pareto & Associates’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7M	Buy	138,326 +15,611	+13%	+$789K	4.1%	6
2026 Q1	$6.21M	Buy	122,715 +4,822	+4%	+$244K	4.17%	6
2025 Q4	$5.96M	Sell	117,893 -523	-0.4%	-$26.5K	4.14%	5
2025 Q3	$6.01M	Sell	118,416 -5,371	-4%	-$272K	4.53%	3
2025 Q2	$6.27M	Buy	123,787 +14,462	+13%	+$730K	5.18%	3
2025 Q1	$5.54M	Buy	109,325 +44,996	+70%	+$2.27M	4.89%	3
2024 Q4	$3.24M	Buy	+64,329	New	+$3.25M	2.98%	11

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Cathy Pareto & Associates's JPST Position: Q2 2026 in Review

Cathy Pareto & Associates increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2026, buying an estimated $789K and bringing the position to 138,326 shares worth $7M. The position accounts for 4.1% of the portfolio, ranked #6.

Cathy Pareto & Associates first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. 596 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cathy Pareto & Associates held 138,326 shares of JPMorgan Ultra-Short Income ETF worth $7M as of Q2 2026.
Cathy Pareto & Associates bought 15,611 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $789K.
JPMorgan Ultra-Short Income ETF made up 4.1% of Cathy Pareto & Associates's portfolio in Q2 2026, its #6 holding.
Cathy Pareto & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
596 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.