Petredis Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Petredis 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	$1.59M	Buy	31,504 +1,756	+6%	+$88.7K	0.11%	86
2026 Q1	$1.51M	Sell	29,748 -4,626	-13%	-$234K	0.12%	86
2025 Q4	$1.74M	Sell	34,374 -5,920	-15%	-$300K	0.14%	84
2025 Q3	$2.04M	Buy	40,294 +19,227	+91%	+$973K	0.16%	84
2025 Q2	$1.07M	Buy	+21,067	New	+$1.06M	0.09%	95

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

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

Petredis Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.9% in Q2 2026, buying an estimated $88.7K and bringing the position to 31,504 shares worth $1.59M. The position accounts for 0.11% of the portfolio, ranked #86.

Petredis Investment Advisors first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Petredis Investment Advisors held 31,504 shares of JPMorgan Ultra-Short Income ETF worth $1.59M as of Q2 2026.
Petredis Investment Advisors bought 1,756 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $88.7K.
JPMorgan Ultra-Short Income ETF made up 0.11% of Petredis Investment Advisors's portfolio in Q2 2026, its #86 holding.
Petredis Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
Petredis Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.04M in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.