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

Patten 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
Q1 		$3.89M Sell
76,790
-5,412
-7% -$274K 0.68% 33
2025
Q4 		$4.16M Sell
82,202
-3,121
-4% -$158K 0.77% 27
2025
Q3 		$4.33M Sell
85,323
-1,025
-1% -$51.9K 0.84% 20
2025
Q2 		$4.38M Buy
86,348
+11,019
+15% +$557K 0.92% 21
2025
Q1 		$3.81M Buy
75,329
+2,999
+4% +$151K 0.87% 23
2024
Q4 		$3.64M Buy
72,330
+10,503
+17% +$530K 0.81% 23
2024
Q3 		$3.14M Buy
61,827
+4,147
+7% +$210K 0.7% 36
2024
Q2 		$2.91M Sell
57,680
-470
-0.8% -$23.7K 0.69% 35
2024
Q1 		$2.93M Sell
58,150
-9,050
-13% -$456K 0.72% 36
2023
Q4 		$3.38M Buy
67,200
+12,130
+22% +$609K 0.92% 24
2023
Q3 		$2.76M Buy
55,070
+9,468
+21% +$474K 0.83% 30
2023
Q2 		$2.29M Buy
45,602
+1,777
+4% +$89.2K 0.34% 44
2023
Q1 		$2.21M Sell
43,825
-16,998
-28% -$854K 0.66% 40
2022
Q4 		$3.05M Buy
60,823
+51,453
+549% +$2.58M 0.96% 24
2022
Q3 		$469K Buy
9,370
+2,501
+36% +$125K 0.16% 152
2022
Q2 		$344K Buy
6,869
+1,421
+26% +$71.3K 0.11% 180
2022
Q1 		$274K Sell
5,448
-89
-2% -$4.48K 0.08% 218
2021
Q4 		$280K Buy
5,537
+1,314
+31% +$66.5K 0.07% 220
2021
Q3 		$214K Hold
4,223
– – 0.06% 244
2021
Q2 		$214K Buy
4,223
+100
+2% +$5.07K 0.06% 249
2021
Q1 		$209K Hold
4,123
– – 0.07% 232
2020
Q4 		$209K Buy
4,123
+100
+2% +$5.08K 0.06% 226
2020
Q3 		$204K Hold
4,023
– – 0.08% 209
2020
Q2 		$204K Buy
+4,023
New +$203K 0.09% 196

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patten Group's JPST Position: Q1 2026 in Review

Patten Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.6% in Q1 2026, selling an estimated $274K and leaving 76,790 shares worth $3.89M. The position accounts for 0.68% of the portfolio, ranked #33.

Patten Group first reported a position in JPST in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.38M in Q2 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Patten Group held 76,790 shares of JPMorgan Ultra-Short Income ETF worth $3.89M as of Q1 2026.
  • Patten Group sold 5,412 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $274K.
  • JPMorgan Ultra-Short Income ETF made up 0.68% of Patten Group's portfolio in Q1 2026, its #33 holding.
  • Patten Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 24 quarters since.
  • Patten Group's JPMorgan Ultra-Short Income ETF position peaked at $4.38M in Q2 2025.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.