Pasadena Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pasadena Private Wealth’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	$1.86M	Buy	36,806 +4,583	+14%	+$231K	0.24%	62
2026 Q1	$1.63M	Buy	32,223 +21,718	+207%	+$1.1M	0.23%	60
2025 Q4	$531K	Buy	10,505 +1,210	+13%	+$61.3K	0.07%	118
2025 Q3	$472K	Buy	+9,295	New	+$471K	0.07%	118
2023 Q3	–	Sell	-76,312	Closed	-$3.83M	–	109
2023 Q2	$3.83M	Buy	76,312 +1,406	+2%	+$70.6K	1.08%	18
2023 Q1	$3.77M	Sell	74,906 -64,439	-46%	-$3.24M	1.09%	19
2022 Q4	$6.99M	Sell	139,345 -16,792	-11%	-$842K	2.16%	13
2022 Q3	$7.83M	Buy	+156,137	New	+$7.83M	2.76%	12
2020 Q4	–	Sell	-19,330	Closed	-$982K	–	89
2020 Q3	$982K	Buy	+19,330	New	+$982K	0.38%	28

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

Pasadena Private Wealth's JPST Position: Q2 2026 in Review

Pasadena Private Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q2 2026, buying an estimated $231K and bringing the position to 36,806 shares worth $1.86M. The position accounts for 0.24% of the portfolio, ranked #62.

Pasadena Private Wealth first reported a position in JPST in Q3 2020 and has held it in 9 quarters since. The position peaked at $7.83M in Q3 2022. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Pasadena Private Wealth held 36,806 shares of JPMorgan Ultra-Short Income ETF worth $1.86M as of Q2 2026.
Pasadena Private Wealth bought 4,583 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $231K.
JPMorgan Ultra-Short Income ETF made up 0.24% of Pasadena Private Wealth's portfolio in Q2 2026, its #62 holding.
Pasadena Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 9 quarters since.
Pasadena Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $7.83M in Q3 2022.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.