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Petix & Botte Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Petix & Botte Financial’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 		$1.02M Sell
10,117
-10,527
-51% -$533K 0.23% 59
2025
Q4 		$1.04M Sell
20,644
-949
-4% -$48.1K 0.24% 57
2025
Q3 		$1.1M Hold
21,593
– – 0.25% 56
2025
Q2 		$1.09M Sell
21,593
-1,920
-8% -$97K 0.27% 53
2025
Q1 		$1.19M Sell
23,513
-4,734
-17% -$239K 0.31% 53
2024
Q4 		$1.42M Sell
28,247
-5,724
-17% -$289K 0.37% 49
2024
Q3 		$1.72M Sell
33,971
-250
-0.7% -$12.6K 0.46% 35
2024
Q2 		$1.73M Buy
34,221
+18,945
+124% +$954K 0.49% 34
2024
Q1 		$771K Sell
15,276
-15,275
-50% -$769K 0.19% 78
2023
Q4 		$1.53M Sell
30,551
-962
-3% -$48.3K 0.45% 34
2023
Q3 		$1.58M Sell
31,513
-4,868
-13% -$244K 0.5% 32
2023
Q2 		$1.82M Buy
36,381
+13,594
+60% +$682K 0.57% 28
2023
Q1 		$1.15M Buy
+22,787
New +$1.15M 0.77% 25
2022
Q3 		$1.13M Sell
22,594
-120
-0.5% -$6.01K 0.86% 24
2022
Q2 		$1.14M Sell
22,714
-22,959
-50% -$1.15M 0.84% 25
2022
Q1 		$2.3M Buy
45,673
+20,819
+84% +$1.05M 0.71% 28
2021
Q4 		$1.25M Sell
24,854
-30,219
-55% -$1.53M 0.8% 27
2021
Q3 		$2.8M Buy
55,073
+27,123
+97% +$1.38M 0.95% 27
2021
Q2 		$1.42M Buy
27,950
+4,625
+20% +$235K 0.99% 27
2021
Q1 		$1.18M Buy
23,325
+5,083
+28% +$258K 0.87% 29
2020
Q4 		$927K Buy
18,242
+6,558
+56% +$333K 0.69% 31
2020
Q3 		$595K Buy
11,684
+16
+0.1% +$813 0.47% 38
2020
Q2 		$298K Buy
+11,668
New +$588K 0.25% 59

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

Petix & Botte Financial's JPST Position: Q1 2026 in Review

Petix & Botte Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 51% in Q1 2026, selling an estimated $533K and leaving 10,117 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #59.

Petix & Botte Financial first reported a position in JPST in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.8M in Q3 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Petix & Botte Financial held 10,117 shares of JPMorgan Ultra-Short Income ETF worth $1.02M as of Q1 2026.
  • Petix & Botte Financial sold 10,527 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $533K.
  • JPMorgan Ultra-Short Income ETF made up 0.23% of Petix & Botte Financial's portfolio in Q1 2026, its #59 holding.
  • Petix & Botte Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 23 quarters since.
  • Petix & Botte Financial's JPMorgan Ultra-Short Income ETF position peaked at $2.8M in Q3 2021.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.