Guerra Pan Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Guerra Pan Advisors’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 Q1	$343K	Sell	6,776 -500	-7%	-$25.3K	0.21%	82
2025 Q4	$368K	Sell	7,276 -500	-6%	-$25.3K	0.22%	82
2025 Q3	$394K	Hold	7,776	–	–	0.24%	78
2025 Q2	$394K	Sell	7,776 -2,000	-20%	-$101K	0.26%	76
2025 Q1	$495K	Hold	9,776	–	–	0.39%	61
2024 Q4	$492K	Hold	9,776	–	–	0.36%	61
2024 Q3	$496K	Hold	9,776	–	–	0.4%	60
2024 Q2	$493K	Hold	9,776	–	–	0.41%	57
2024 Q1	$493K	Sell	9,776 -2,300	-19%	-$116K	0.46%	60
2023 Q4	$607K	Buy	12,076 +679	+6%	+$34.1K	0.58%	53
2023 Q3	$572K	Hold	11,397	–	–	0.66%	47
2023 Q2	$571K	Sell	11,397 -100	-0.9%	-$5.02K	0.63%	50
2023 Q1	$579K	Hold	11,497	–	–	0.73%	47
2022 Q4	$576K	Sell	11,497 -1,303	-10%	-$65.3K	0.79%	43
2022 Q3	$641K	Sell	12,800 -1,207	-9%	-$60.5K	0.93%	38
2022 Q2	$702K	Hold	14,007	–	–	0.87%	39
2022 Q1	$704K	Hold	14,007	–	–	0.85%	38
2021 Q4	$707K	Buy	+14,007	New	+$709K	0.7%	45

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guerra Pan Advisors's JPST Position: Q1 2026 in Review

Guerra Pan Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.9% in Q1 2026, selling an estimated $25.3K and leaving 6,776 shares worth $343K. The position accounts for 0.21% of the portfolio, ranked #82.

Guerra Pan Advisors first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $707K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Guerra Pan Advisors held 6,776 shares of JPMorgan Ultra-Short Income ETF worth $343K as of Q1 2026.
Guerra Pan Advisors sold 500 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $25.3K.
JPMorgan Ultra-Short Income ETF made up 0.21% of Guerra Pan Advisors's portfolio in Q1 2026, its #82 holding.
Guerra Pan Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's JPMorgan Ultra-Short Income ETF position peaked at $707K in Q4 2021.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.