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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patten & Patten's JPST Position: Q1 2026 in Review

Patten & Patten reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.21% in Q1 2026, selling an estimated $5.06K and leaving 48,476 shares worth $2.45M. The position accounts for 0.15% of the portfolio, ranked #119.

Patten & Patten first reported a position in JPST in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.46M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Patten & Patten held 48,476 shares of JPMorgan Ultra-Short Income ETF worth $2.45M as of Q1 2026.
Patten & Patten sold 100 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $5.06K.
JPMorgan Ultra-Short Income ETF made up 0.15% of Patten & Patten's portfolio in Q1 2026, its #119 holding.
Patten & Patten first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 9 quarters since.
Patten & Patten's JPMorgan Ultra-Short Income ETF position peaked at $2.46M in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.