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

Peak 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	–	Sell	-5,278	Closed	-$267K	–	151
2025 Q4	$267K	Buy	+5,278	New	+$267K	0.05%	138
2021 Q2	–	Sell	-6,000	Closed	-$305K	–	149
2021 Q1	$305K	Hold	6,000	–	–	0.07%	122
2020 Q4	$305K	Hold	6,000	–	–	0.08%	113
2020 Q3	$305K	Hold	6,000	–	–	0.09%	102
2020 Q2	$304K	Buy	+6,000	New	+$302K	0.1%	98

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

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

Peak Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 5,278 shares — an estimated $267K sold.

Peak Asset Management first reported a position in JPST in Q2 2020 and held it in 5 quarters. The position peaked at $305K in Q1 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Peak Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Peak Asset Management sold 5,278 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $267K.
Peak Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 5 quarters.
Peak Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $305K in Q1 2021.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.