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 Q2	$2.3M	Sell	45,407 -4,560	-9%	-$230K	0.15%	125
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perennial Investment Advisors's JPST Position: Q2 2026 in Review

Perennial Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.1% in Q2 2026, selling an estimated $230K and leaving 45,407 shares worth $2.3M. The position accounts for 0.15% of the portfolio, ranked #125.

Perennial Investment Advisors first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.69M in Q3 2023. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Perennial Investment Advisors held 45,407 shares of JPMorgan Ultra-Short Income ETF worth $2.3M as of Q2 2026.
Perennial Investment Advisors sold 4,560 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $230K.
JPMorgan Ultra-Short Income ETF made up 0.15% of Perennial Investment Advisors's portfolio in Q2 2026, its #125 holding.
Perennial Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
Perennial Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.69M in Q3 2023.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.