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Perennial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Perennial Advisors’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 		$10.9M Sell
214,996
-2,047
-0.9% -$103K 1.67% 18
2026
Q1 		$11M Buy
217,043
+16,168
+8% +$819K 1.87% 15
2025
Q4 		$10.2M Buy
200,875
+15,081
+8% +$764K 1.7% 18
2025
Q3 		$9.43M Buy
185,794
+6,251
+3% +$316K 1.63% 17
2025
Q2 		$9.1M Sell
179,543
-11,294
-6% -$570K 1.69% 18
2025
Q1 		$9.66M Buy
190,837
+15,659
+9% +$791K 1.93% 16
2024
Q4 		$8.82M Buy
+175,178
New +$8.85M 1.92% 16
2024
Q2 		$8.27M Sell
163,778
-6,066
-4% -$305K 1.85% 17
2024
Q1 		$8.57M Buy
169,844
+9,190
+6% +$463K 1.99% 15
2023
Q4 		$8.07M Buy
160,654
+18,075
+13% +$907K 1.98% 17
2023
Q3 		$7.15M Sell
142,579
-2,091
-1% -$105K 1.93% 21
2023
Q2 		$7.25M Sell
144,670
-6,480
-4% -$325K 1.85% 21
2023
Q1 		$7.61M Buy
151,150
+1,261
+0.8% +$63.4K 2.18% 13
2022
Q4 		$7.51M Sell
149,889
-4,063
-3% -$204K 2.39% 15
2022
Q3 		$7.72M Buy
153,952
+21,286
+16% +$1.07M 2.53% 10
2022
Q2 		$6.64M Sell
132,666
-12,670
-9% -$636K 2.07% 19
2022
Q1 		$7.31M Buy
145,336
+1,951
+1% +$98.3K 1.94% 20
2021
Q4 		$7.24M Buy
143,385
+4,480
+3% +$227K 1.95% 22
2021
Q3 		$7.04M Buy
138,905
+3,594
+3% +$182K 2.07% 21
2021
Q2 		$6.87M Buy
135,311
+12,236
+10% +$621K 1.99% 22
2021
Q1 		$6.25M Buy
123,075
+29,017
+31% +$1.47M 1.97% 21
2020
Q4 		$4.78M Buy
94,058
+12,380
+15% +$629K 1.68% 26
2020
Q3 		$4.15M Buy
81,678
+18,028
+28% +$916K 1.7% 31
2020
Q2 		$3.23M Buy
63,650
+20,115
+46% +$1.01M 1.37% 32
2020
Q1 		$2.16M Buy
43,535
+6,103
+16% +$307K 1.2% 34
2019
Q4 		$1.89M Buy
+37,432
New +$1.89M 0.91% 42

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Perennial Advisors's JPST Position: Q2 2026 in Review

Perennial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.94% in Q2 2026, selling an estimated $103K and leaving 214,996 shares worth $10.9M. The position accounts for 1.67% of the portfolio, ranked #18.

Perennial Advisors first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. The position peaked at $11M in Q1 2026. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Perennial Advisors held 214,996 shares of JPMorgan Ultra-Short Income ETF worth $10.9M as of Q2 2026.
  • Perennial Advisors sold 2,047 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $103K.
  • JPMorgan Ultra-Short Income ETF made up 1.67% of Perennial Advisors's portfolio in Q2 2026, its #18 holding.
  • Perennial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
  • Perennial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $11M in Q1 2026.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.