Patriot Investment Management Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Patriot Investment Management 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
2026 Q2	$395K	Buy	7,821 +614	+9%	+$31K	0.02%	186
2026 Q1	$365K	Sell	7,207 -316	-4%	-$16K	0.02%	184
2025 Q4	$381K	Buy	7,523 +39	+0.5%	+$1.98K	0.02%	181
2025 Q3	$380K	Buy	7,484 +30	+0.4%	+$1.52K	0.02%	180
2025 Q2	$378K	Sell	7,454 -150	-2%	-$7.58K	0.03%	180
2025 Q1	$385K	Sell	7,604 -1,918	-20%	-$96.9K	0.03%	176
2024 Q4	$480K	Buy	9,522 +1,667	+21%	+$84.2K	0.04%	160
2024 Q3	$399K	Sell	7,855 -1,742	-18%	-$88K	0.03%	176
2024 Q2	$484K	Sell	9,597 -5,711	-37%	-$288K	0.04%	159
2024 Q1	$772K	Sell	15,308 -3,811	-20%	-$192K	0.06%	121
2023 Q4	$960K	Sell	19,119 -3,422	-15%	-$172K	0.08%	107
2023 Q3	$1.13M	Sell	22,541 -3,105	-12%	-$156K	0.1%	92
2023 Q2	$1.29M	Buy	25,646 +2,925	+13%	+$147K	0.11%	91
2023 Q1	$1.14M	Buy	22,721 +1,345	+6%	+$67.6K	0.1%	97
2022 Q4	$1.08M	Buy	21,376 +546	+3%	+$27.4K	0.09%	103
2022 Q3	$1.04M	Sell	20,830 -24,213	-54%	-$1.21M	0.11%	99
2022 Q2	$2.26M	Buy	45,043 +7,669	+21%	+$385K	0.22%	63
2022 Q1	$1.88M	Buy	37,374 +5,809	+18%	+$293K	0.16%	75
2021 Q4	$1.59M	Buy	31,565 +10,037	+47%	+$508K	0.14%	85
2021 Q3	$1.09M	Sell	21,528 -2,942	-12%	-$149K	0.1%	105
2021 Q2	$1.24M	Sell	24,470 -16,886	-41%	-$857K	0.12%	98
2021 Q1	$2.1M	Buy	41,356 +30,974	+298%	+$1.57M	0.21%	63
2020 Q4	$527K	Sell	10,382 -6,297	-38%	-$320K	0.08%	115
2020 Q3	$847K	Sell	16,679 -430	-3%	-$21.9K	0.1%	108
2020 Q2	$868K	Buy	17,109 +10,925	+177%	+$550K	0.11%	105
2020 Q1	$307K	Buy	+6,184	New	+$311K	0.05%	163
2019 Q2	–	Sell	-6,303	Closed	-$317K	–	216
2019 Q1	$317K	Buy	+6,303	New	+$317K	0.05%	174

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Patriot Investment Management Group's JPST Position: Q2 2026 in Review

Patriot Investment Management Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.5% in Q2 2026, buying an estimated $31K and bringing the position to 7,821 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #186.

Patriot Investment Management Group first reported a position in JPST in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.26M in Q2 2022. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Patriot Investment Management Group held 7,821 shares of JPMorgan Ultra-Short Income ETF worth $395K as of Q2 2026.
Patriot Investment Management Group bought 614 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $31K.
JPMorgan Ultra-Short Income ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #186 holding.
Patriot Investment Management Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 27 quarters since.
Patriot Investment Management Group's JPMorgan Ultra-Short Income ETF position peaked at $2.26M in Q2 2022.
447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.