Patriot Financial Group Insurance Agency’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-4,618	Closed	-$234K	–	607
2026 Q1	$234K	Buy	+4,618	New	+$234K	0.01%	629
2022 Q3	–	Sell	-7,036	Closed	-$352K	–	1221
2022 Q2	$352K	Buy	7,036 +1,694	+32%	+$85K	0.07%	270
2022 Q1	$269K	Sell	5,342 -920	-15%	-$46.3K	0.05%	352
2021 Q4	$316K	Buy	6,262 +586	+10%	+$29.6K	0.05%	336
2021 Q3	$288K	Buy	5,676 +663	+13%	+$33.6K	0.05%	352
2021 Q2	$254K	Buy	5,013 +3,795	+312%	+$193K	0.05%	372
2021 Q1	$62K	Buy	1,218 +150	+14%	+$7.62K	0.01%	701
2020 Q4	$54K	Buy	1,068 +808	+311%	+$41K	0.01%	668
2020 Q3	$13K	Sell	260 -603	-70%	-$30.6K	﹤0.01%	948
2020 Q2	$44K	Buy	863 +245	+40%	+$12.3K	0.02%	551
2020 Q1	$31K	Buy	618 +225	+57%	+$11.3K	0.01%	558
2019 Q4	$20K	Buy	393 +35	+10%	+$1.77K	0.01%	680
2019 Q3	$18K	Buy	+358	New	+$18.1K	0.01%	676

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

Patriot Financial Group Insurance Agency's JPST Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 4,618 shares — an estimated $234K sold.

Patriot Financial Group Insurance Agency first reported a position in JPST in Q3 2019 and held it in 13 quarters. The position peaked at $352K in Q2 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4,618 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $234K.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's JPMorgan Ultra-Short Income ETF position peaked at $352K in Q2 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.