Paladin Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-90,805	Closed	-$4.55M	–	390
2022 Q4	$4.55M	Buy	90,805 +4,329	+5%	+$217K	3.89%	3
2022 Q3	$4.34M	Buy	86,476 +7,323	+9%	+$367K	3.96%	3
2022 Q2	$3.96M	Buy	+79,153	New	+$3.97M	3.41%	6
2022 Q1	–	Sell	-66,888	Closed	-$3.38M	–	404
2021 Q4	$3.38M	Buy	+66,888	New	+$3.38M	2.74%	9

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

Paladin Advisory Group's JPST Position: Q1 2026 in Review

Paladin Advisory Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.7% in Q1 2026, buying an estimated $96.2K and bringing the position to 114,503 shares worth $5.79M. The position accounts for 4.41% of the portfolio, ranked #3.

Paladin Advisory Group first reported a position in JPST in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.92M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Paladin Advisory Group held 114,503 shares of JPMorgan Ultra-Short Income ETF worth $5.79M as of Q1 2026.
Paladin Advisory Group bought 1,900 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $96.2K.
JPMorgan Ultra-Short Income ETF made up 4.41% of Paladin Advisory Group's portfolio in Q1 2026, its #3 holding.
Paladin Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $5.92M in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.