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 $1.81T 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

Paladin Advisory Group's JPST Position: Q2 2026 in Review

Paladin Advisory Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.6% in Q2 2026, selling an estimated $206K and leaving 110,431 shares worth $5.58M. The position accounts for 3.71% of the portfolio, ranked #5.

Paladin Advisory Group first reported a position in JPST in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.92M in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Paladin Advisory Group held 110,431 shares of JPMorgan Ultra-Short Income ETF worth $5.58M as of Q2 2026.
Paladin Advisory Group sold 4,072 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $206K.
JPMorgan Ultra-Short Income ETF made up 3.71% of Paladin Advisory Group's portfolio in Q2 2026, its #5 holding.
Paladin Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $5.92M in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.