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

Peterson Wealth 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	$43.8M	Buy	866,882 +31,563	+4%	+$1.59M	5.18%	6
2026 Q1	$42.3M	Sell	835,319 -44,414	-5%	-$2.25M	5.62%	6
2025 Q4	$44.5M	Buy	879,733 +63,666	+8%	+$3.23M	5.93%	5
2025 Q3	$41.3M	Sell	816,067 -116,709	-13%	-$5.91M	6.18%	4
2025 Q2	$47.3M	Buy	932,776 +967	+0.1%	+$48.8K	7.8%	3
2025 Q1	$47M	Sell	931,809 -16,535	-2%	-$835K	9.08%	3
2024 Q4	$47.8M	Buy	948,344 +1,909	+0.2%	+$96.4K	8.61%	3
2024 Q3	$48M	Sell	946,435 -29,716	-3%	-$1.5M	9.07%	3
2024 Q2	$49.3M	Buy	976,151 +5,466	+0.6%	+$275K	10.33%	3
2024 Q1	$49M	Buy	970,685 +184,434	+23%	+$9.29M	10.41%	3
2023 Q4	$39.5M	Buy	786,251 +123,653	+19%	+$6.2M	9.38%	3
2023 Q3	$33.2M	Buy	662,598 +27,144	+4%	+$1.36M	8.93%	3
2023 Q2	$31.7M	Buy	635,454 +103,029	+19%	+$5.17M	8.39%	3
2023 Q1	$26.8M	Buy	532,425 +98,765	+23%	+$4.96M	7.37%	3
2022 Q4	$21.7M	Sell	433,660 -7,192	-2%	-$361K	6.56%	4
2022 Q3	$22.1M	Sell	440,852 -24,962	-5%	-$1.25M	7.43%	3
2022 Q2	$23.3M	Buy	465,814 +5,415	+1%	+$272K	7.7%	3
2022 Q1	$23.1M	Buy	460,399 +3,898	+0.9%	+$196K	6.85%	4
2021 Q4	$23M	Buy	456,501 +15,234	+3%	+$771K	6.65%	5
2021 Q3	$22.4M	Buy	441,267 +46,992	+12%	+$2.38M	7.4%	3
2021 Q2	$20M	Buy	394,275 +55,993	+17%	+$2.84M	7.1%	5
2021 Q1	$17.2M	Buy	338,282 +9,166	+3%	+$465K	6.99%	5
2020 Q4	$16.7M	Buy	329,116 +22,686	+7%	+$1.15M	7.36%	5
2020 Q3	$15.6M	Buy	306,430 +38,604	+14%	+$1.96M	7.97%	3
2020 Q2	$13.6M	Sell	267,826 -4,727	-2%	-$238K	7.24%	3
2020 Q1	$13.5M	Buy	272,553 +34,564	+15%	+$1.74M	8.78%	3
2019 Q4	$12M	Buy	237,989 +30,521	+15%	+$1.54M	6.86%	4
2019 Q3	$10.5M	Buy	207,468 +12,629	+6%	+$637K	6.4%	5
2019 Q2	$9.82M	Buy	194,839 +10,033	+5%	+$506K	6.22%	5
2019 Q1	$9.3M	Buy	+184,806	New	+$9.29M	6.22%	5

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

Peterson Wealth Advisors's JPST Position: Q2 2026 in Review

Peterson Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.8% in Q2 2026, buying an estimated $1.59M and bringing the position to 866,882 shares worth $43.8M. The position accounts for 5.18% of the portfolio, ranked #6.

Peterson Wealth Advisors first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. The position peaked at $49.3M in Q2 2024. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Peterson Wealth Advisors held 866,882 shares of JPMorgan Ultra-Short Income ETF worth $43.8M as of Q2 2026.
Peterson Wealth Advisors bought 31,563 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.59M.
JPMorgan Ultra-Short Income ETF made up 5.18% of Peterson Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Peterson Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
Peterson Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $49.3M in Q2 2024.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.