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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
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
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

Petredis Investment Advisors's JPST Position: Q1 2026 in Review

Petredis Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q1 2026, selling an estimated $234K and leaving 29,748 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #86.

Petredis Investment Advisors first reported a position in JPST in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Petredis Investment Advisors held 29,748 shares of JPMorgan Ultra-Short Income ETF worth $1.51M as of Q1 2026.
  • Petredis Investment Advisors sold 4,626 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $234K.
  • JPMorgan Ultra-Short Income ETF made up 0.12% of Petredis Investment Advisors's portfolio in Q1 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 4 quarters since.
  • Petredis Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.04M in Q3 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Petredis Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.