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

Patten & Patten’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 		$2.48M Buy
49,001
+525
+1% +$26.5K 0.13% 123
2026
Q1 		$2.45M Sell
48,476
-100
-0.2% -$5.06K 0.15% 119
2025
Q4 		$2.46M Hold
48,576
– – 0.14% 115
2025
Q3 		$2.46M Buy
48,576
+30,979
+176% +$1.57M 0.14% 111
2025
Q2 		$892K Hold
17,597
– – 0.06% 182
2025
Q1 		$891K Buy
17,597
+1,700
+11% +$85.9K 0.06% 179
2024
Q4 		$801K Buy
15,897
+1,146
+8% +$57.9K 0.05% 184
2024
Q3 		$748K Buy
14,751
+5,750
+64% +$291K 0.05% 189
2024
Q2 		$454K Sell
9,001
-300
-3% -$15.1K 0.03% 224
2024
Q1 		$469K Buy
+9,301
New +$468K 0.03% 222

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Patten & Patten's JPST Position: Q2 2026 in Review

Patten & Patten increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.1% in Q2 2026, buying an estimated $26.5K and bringing the position to 49,001 shares worth $2.48M. The position accounts for 0.13% of the portfolio, ranked #123.

Patten & Patten first reported a position in JPST in Q1 2024 and has held it in 10 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Patten & Patten held 49,001 shares of JPMorgan Ultra-Short Income ETF worth $2.48M as of Q2 2026.
  • Patten & Patten bought 525 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $26.5K.
  • JPMorgan Ultra-Short Income ETF made up 0.13% of Patten & Patten's portfolio in Q2 2026, its #123 holding.
  • Patten & Patten first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.