PCG Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

PCG Asset Management’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	$1.63M	Buy	32,185 +1,350	+4%	+$68.4K	1.3%	20
2025 Q4	$1.59M	Sell	30,835 -965	-3%	-$48.9K	1.27%	20
2025 Q3	$1.61M	Buy	31,800 +5,225	+20%	+$265K	1.3%	21
2025 Q2	$1.35M	Buy	26,575 +2,875	+12%	+$145K	1.16%	22
2025 Q1	$1.2M	Buy	23,700 +8,680	+58%	+$438K	1.12%	23
2024 Q4	$757K	Buy	+15,020	New	+$759K	0.66%	32

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

PCG Asset Management's JPST Position: Q1 2026 in Review

PCG Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.4% in Q1 2026, buying an estimated $68.4K and bringing the position to 32,185 shares worth $1.63M. The position accounts for 1.3% of the portfolio, ranked #20.

PCG Asset Management first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

PCG Asset Management held 32,185 shares of JPMorgan Ultra-Short Income ETF worth $1.63M as of Q1 2026.
PCG Asset Management bought 1,350 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $68.4K.
JPMorgan Ultra-Short Income ETF made up 1.3% of PCG Asset Management's portfolio in Q1 2026, its #20 holding.
PCG Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on PCG Asset Management's 13F filing for Q1 2026, filed 12 May 2026.