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

Perennial Investment 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
Q1 		$2.53M Buy
49,967
+5,625
+13% +$285K 0.2% 99
2025
Q4 		$2.24M Sell
44,342
-1,186
-3% -$60.1K 0.18% 104
2025
Q3 		$2.31M Buy
45,528
+5,154
+13% +$261K 0.19% 97
2025
Q2 		$2.05M Sell
40,374
-550
-1% -$27.8K 0.2% 102
2025
Q1 		$2.07M Sell
40,924
-875
-2% -$44.2K 0.23% 79
2024
Q4 		$2.11M Buy
41,799
+1,565
+4% +$79K 0.25% 77
2024
Q3 		$2.04M Sell
40,234
-5,995
-13% -$303K 0.26% 69
2024
Q2 		$2.33M Buy
46,229
+1,779
+4% +$89.6K 0.33% 61
2024
Q1 		$2.24M Sell
44,450
-6,078
-12% -$306K 0.34% 59
2023
Q4 		$2.54M Sell
50,528
-3,169
-6% -$159K 0.42% 53
2023
Q3 		$2.69M Buy
53,697
+11,574
+27% +$580K 0.49% 50
2023
Q2 		$2.11M Buy
42,123
+16,017
+61% +$804K 0.37% 59
2023
Q1 		$1.31M Buy
26,106
+6,421
+33% +$323K 0.24% 87
2022
Q4 		$987K Buy
19,685
+3,582
+22% +$180K 0.4% 49
2022
Q3 		$808K Sell
16,103
-2,370
-13% -$119K 0.37% 55
2022
Q2 		$927K Sell
18,473
-583
-3% -$29.2K 0.36% 59
2022
Q1 		$958K Sell
19,056
-7,537
-28% -$380K 0.3% 65
2021
Q4 		$1.34M Buy
26,593
+6,198
+30% +$314K 0.42% 50
2021
Q3 		$1.03M Sell
20,395
-3,613
-15% -$183K 0.37% 62
2021
Q2 		$1.22M Sell
24,008
-11,377
-32% -$577K 0.44% 48
2021
Q1 		$1.8M Sell
35,385
-8,968
-20% -$455K 0.71% 27
2020
Q4 		$2.25M Buy
44,353
+8,054
+22% +$409K 0.96% 21
2020
Q3 		$1.84M Sell
36,299
-7,177
-17% -$365K 0.92% 23
2020
Q2 		$2.21M Buy
43,476
+15,927
+58% +$802K 1.49% 12
2020
Q1 		$1.37M Sell
27,549
-5,120
-16% -$257K 1.22% 19
2019
Q4 		$1.65M Buy
+32,669
New +$1.65M 1.3% 18

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perennial Investment Advisors's JPST Position: Q1 2026 in Review

Perennial Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q1 2026, buying an estimated $285K and bringing the position to 49,967 shares worth $2.53M. The position accounts for 0.2% of the portfolio, ranked #99.

Perennial Investment Advisors first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.69M in Q3 2023. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Perennial Investment Advisors held 49,967 shares of JPMorgan Ultra-Short Income ETF worth $2.53M as of Q1 2026.
  • Perennial Investment Advisors bought 5,625 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $285K.
  • JPMorgan Ultra-Short Income ETF made up 0.2% of Perennial Investment Advisors's portfolio in Q1 2026, its #99 holding.
  • Perennial Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.69M in Q3 2023.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.