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

Pinion 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 		$556K Sell
10,994
-376
-3% -$19K 0.13% 103
2025
Q4 		$575K Buy
11,370
+70
+0.6% +$3.55K 0.14% 101
2025
Q3 		$573K Buy
11,300
+624
+6% +$31.6K 0.16% 100
2025
Q2 		$541K Sell
10,676
-20,252
-65% -$1.02M 0.19% 91
2025
Q1 		$1.57M Buy
30,928
+14,877
+93% +$751K 0.35% 48
2024
Q4 		$808K Sell
16,051
-1,154
-7% -$58.3K 0.32% 58
2024
Q3 		$873K Buy
17,205
+227
+1% +$11.5K 0.37% 55
2024
Q2 		$857K Sell
16,978
-5,710
-25% -$288K 0.43% 45
2024
Q1 		$1.14M Sell
22,688
-10,628
-32% -$535K 0.59% 32
2023
Q4 		$1.67M Sell
33,316
-77,898
-70% -$3.91M 1.01% 15
2023
Q3 		$5.58M Buy
111,214
+254
+0.2% +$12.7K 3.62% 3
2023
Q2 		$5.56M Sell
110,960
-26,686
-19% -$1.34M 3.77% 2
2023
Q1 		$6.93M Sell
137,646
-77,662
-36% -$3.9M 6.49% 2
2022
Q4 		$10.8M Sell
215,308
-41,632
-16% -$2.09M 10.18% 2
2022
Q3 		$12.9M Sell
256,940
-26,949
-9% -$1.35M 11.26% 1
2022
Q2 		$14.2M Sell
283,889
-93,019
-25% -$4.67M 11.85% 1
2022
Q1 		$18.9M Sell
376,908
-39,694
-10% -$2M 13.13% 1
2021
Q4 		$21M Buy
416,602
+74,610
+22% +$3.77M 14.17% 1
2021
Q3 		$17.3M Buy
341,992
+5,704
+2% +$289K 13.97% 1
2021
Q2 		$17.1M Buy
336,288
+75,161
+29% +$3.81M 13.73% 1
2021
Q1 		$13.3M Buy
261,127
+2,461
+1% +$125K 12.26% 1
2020
Q4 		$13.1M Buy
258,666
+175,969
+213% +$8.94M 13.82% 1
2020
Q3 		$4.2M Hold
82,697
– – 6.33% 1
2020
Q2 		$4.2M Buy
+82,697
New +$4.17M 6.33% 1

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

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

Pinion Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.3% in Q1 2026, selling an estimated $19K and leaving 10,994 shares worth $556K. The position accounts for 0.13% of the portfolio, ranked #103.

Pinion Investment Advisors first reported a position in JPST in Q2 2020 and has held it in 24 quarters since. The position peaked at $21M in Q4 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Pinion Investment Advisors held 10,994 shares of JPMorgan Ultra-Short Income ETF worth $556K as of Q1 2026.
  • Pinion Investment Advisors sold 376 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $19K.
  • JPMorgan Ultra-Short Income ETF made up 0.13% of Pinion Investment Advisors's portfolio in Q1 2026, its #103 holding.
  • Pinion Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 24 quarters since.
  • Pinion Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $21M in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.