Paces Ferry Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Paces Ferry Wealth 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	$13.2M	Buy	260,513 +18,117	+7%	+$917K	5.47%	5
2025 Q4	$12.3M	Buy	242,396 +17,776	+8%	+$901K	4.98%	7
2025 Q3	$11.4M	Buy	224,620 +1,849	+0.8%	+$93.6K	4.74%	7
2025 Q2	$11.3M	Buy	222,771 +5,911	+3%	+$299K	5.19%	6
2025 Q1	$11M	Buy	216,860 +7,661	+4%	+$387K	5.46%	6
2024 Q4	$10.5M	Buy	209,199 +17,235	+9%	+$870K	5.12%	5
2024 Q3	$9.74M	Buy	191,964 +14,972	+8%	+$757K	5.6%	4
2024 Q2	$8.93M	Buy	176,992 +15,335	+9%	+$772K	5.39%	4
2024 Q1	$8.16M	Buy	161,657 +7,466	+5%	+$376K	5.22%	4
2023 Q4	$7.75M	Buy	154,191 +6,852	+5%	+$344K	5.39%	2
2023 Q3	$7.39M	Buy	147,339 +5,303	+4%	+$266K	5.86%	2
2023 Q2	$7.12M	Buy	142,036 +13,337	+10%	+$669K	5.35%	2
2023 Q1	$6.48M	Buy	+128,699	New	+$6.47M	5.22%	2

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

Paces Ferry Wealth Advisors's JPST Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.5% in Q1 2026, buying an estimated $917K and bringing the position to 260,513 shares worth $13.2M. The position accounts for 5.47% of the portfolio, ranked #5.

Paces Ferry Wealth Advisors first reported a position in JPST in Q1 2023 and has held it in 13 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Paces Ferry Wealth Advisors held 260,513 shares of JPMorgan Ultra-Short Income ETF worth $13.2M as of Q1 2026.
Paces Ferry Wealth Advisors bought 18,117 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $917K.
JPMorgan Ultra-Short Income ETF made up 5.47% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #5 holding.
Paces Ferry Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 13 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.