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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
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
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 $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peterson Wealth Advisors's JPST Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5% in Q1 2026, selling an estimated $2.25M and leaving 835,319 shares worth $42.3M. The position accounts for 5.62% of the portfolio, ranked #6.

Peterson Wealth Advisors first reported a position in JPST in Q1 2019 and has held it in 29 quarters since. The position peaked at $49.3M in Q2 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Peterson Wealth Advisors held 835,319 shares of JPMorgan Ultra-Short Income ETF worth $42.3M as of Q1 2026.
  • Peterson Wealth Advisors sold 44,414 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.25M.
  • JPMorgan Ultra-Short Income ETF made up 5.62% of Peterson Wealth Advisors's portfolio in Q1 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 29 quarters since.
  • Peterson Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $49.3M in Q2 2024.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.