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 Q2	$292K	Sell	5,776 -1,000	-15%	-$50.5K	0.16%	93
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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guerra Pan Advisors's JPST Position: Q2 2026 in Review

Guerra Pan Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q2 2026, selling an estimated $50.5K and leaving 5,776 shares worth $292K. The position accounts for 0.16% of the portfolio, ranked #93.

Guerra Pan Advisors first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $707K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Guerra Pan Advisors held 5,776 shares of JPMorgan Ultra-Short Income ETF worth $292K as of Q2 2026.
Guerra Pan Advisors sold 1,000 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $50.5K.
JPMorgan Ultra-Short Income ETF made up 0.16% of Guerra Pan Advisors's portfolio in Q2 2026, its #93 holding.
Guerra Pan Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's JPMorgan Ultra-Short Income ETF position peaked at $707K in Q4 2021.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.