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Perigon Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Perigon Wealth 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
Q2 		$9.87M Buy
195,123
+4,044
+2% +$204K 0.16% 131
2026
Q1 		$9.67M Buy
191,079
+15,541
+9% +$787K 0.18% 119
2025
Q4 		$8.88M Buy
175,538
+31,000
+21% +$1.57M 0.16% 127
2025
Q3 		$7.33M Buy
144,538
+1,402
+1% +$71K 0.15% 136
2025
Q2 		$7.25M Sell
143,136
-7,518
-5% -$380K 0.17% 126
2025
Q1 		$7.63M Buy
150,654
+12,834
+9% +$648K 0.2% 114
2024
Q4 		$6.96M Buy
137,820
+17,396
+14% +$879K 0.17% 122
2024
Q3 		$6.11M Sell
120,424
-16,717
-12% -$845K 0.16% 130
2024
Q2 		$6.92M Sell
137,141
-97
-0.1% -$4.88K 0.2% 107
2024
Q1 		$6.92M Buy
137,238
+29,774
+28% +$1.5M 0.21% 109
2023
Q4 		$5.4M Buy
107,464
+82,284
+327% +$4.13M 0.18% 121
2023
Q3 		$1.26M Sell
25,180
-11,522
-31% -$577K 0.05% 270
2023
Q2 		$1.84M Sell
36,702
-32,053
-47% -$1.61M 0.07% 214
2023
Q1 		$3.46M Buy
68,755
+8,845
+15% +$445K 0.2% 112
2022
Q4 		$3M Buy
59,910
+42,795
+250% +$2.15M 0.19% 126
2022
Q3 		$858K Buy
17,115
+1,054
+7% +$52.8K 0.07% 223
2022
Q2 		$804K Sell
16,061
-6,641
-29% -$333K 0.07% 244
2022
Q1 		$1.14M Buy
22,702
+720
+3% +$36.3K 0.08% 211
2021
Q4 		$1.11M Sell
21,982
-306
-1% -$15.5K 0.08% 210
2021
Q3 		$1.13M Buy
22,288
+1,737
+8% +$88.1K 0.1% 184
2021
Q2 		$1.04M Buy
20,551
+1,104
+6% +$56K 0.09% 190
2021
Q1 		$987K Sell
19,447
-50
-0.3% -$2.54K 0.1% 187
2020
Q4 		$990K Buy
19,497
+10,041
+106% +$510K 0.12% 148
2020
Q3 		$480K Buy
9,456
+4,890
+107% +$248K 0.07% 228
2020
Q2 		$232K Buy
+4,566
New +$230K 0.04% 311

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perigon Wealth Management's JPST Position: Q2 2026 in Review

Perigon Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.1% in Q2 2026, buying an estimated $204K and bringing the position to 195,123 shares worth $9.87M. The position accounts for 0.16% of the portfolio, ranked #131.

Perigon Wealth Management first reported a position in JPST in Q2 2020 and has held it in 25 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Perigon Wealth Management held 195,123 shares of JPMorgan Ultra-Short Income ETF worth $9.87M as of Q2 2026.
  • Perigon Wealth Management bought 4,044 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $204K.
  • JPMorgan Ultra-Short Income ETF made up 0.16% of Perigon Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.