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Montecito Bank & Trust’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Montecito Bank & Trust’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 		$354K Buy
6,993
+600
+9% +$30.3K 0.05% 235
2026
Q1 		$324K Sell
6,393
-60
-0.9% -$3.04K 0.05% 230
2025
Q4 		$326K Sell
6,453
-4,600
-42% -$233K 0.05% 233
2025
Q3 		$561K Buy
+11,053
New +$560K 0.09% 200
2025
Q1 		$538K Sell
10,632
-114
-1% -$5.76K 0.1% 191
2024
Q4 		$541K Sell
10,746
-2,079
-16% -$105K 0.09% 192
2024
Q3 		$651K Sell
12,825
-487
-4% -$24.6K 0.11% 178
2024
Q2 		$672K Sell
13,312
-13,406
-50% -$675K 0.14% 148
2024
Q1 		$1.35M Sell
26,718
-14,610
-35% -$736K 0.27% 86
2023
Q4 		$2.08M Sell
41,328
-1,173
-3% -$58.9K 0.45% 51
2023
Q3 		$2.13M Sell
42,501
-319
-0.7% -$16K 0.5% 47
2023
Q2 		$2.15M Sell
42,820
-26,102
-38% -$1.31M 0.49% 47
2023
Q1 		$3.47M Buy
68,922
+13,662
+25% +$687K 0.83% 30
2022
Q4 		$2.77M Buy
55,260
+1,013
+2% +$50.8K 0.67% 36
2022
Q3 		$2.72M Buy
54,247
+38,612
+247% +$1.94M 0.71% 30
2022
Q2 		$784K Buy
+15,635
New +$784K 0.19% 127

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Montecito Bank & Trust's JPST Position: Q2 2026 in Review

Montecito Bank & Trust increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.4% in Q2 2026, buying an estimated $30.3K and bringing the position to 6,993 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #235.

Montecito Bank & Trust first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.47M in Q1 2023. 261 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Montecito Bank & Trust held 6,993 shares of JPMorgan Ultra-Short Income ETF worth $354K as of Q2 2026.
  • Montecito Bank & Trust bought 600 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $30.3K.
  • JPMorgan Ultra-Short Income ETF made up 0.05% of Montecito Bank & Trust's portfolio in Q2 2026, its #235 holding.
  • Montecito Bank & Trust first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
  • Montecito Bank & Trust's JPMorgan Ultra-Short Income ETF position peaked at $3.47M in Q1 2023.
  • 261 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.