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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
Q2 		$561K Buy
11,096
+102
+0.9% +$5.15K 0.11% 118
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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Pinion Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.93% in Q2 2026, buying an estimated $5.15K and bringing the position to 11,096 shares worth $561K. The position accounts for 0.11% of the portfolio, ranked #118.

Pinion Investment Advisors first reported a position in JPST in Q2 2020 and has held it in 25 quarters since. The position peaked at $21M in Q4 2021. 1,195 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Pinion Investment Advisors held 11,096 shares of JPMorgan Ultra-Short Income ETF worth $561K as of Q2 2026.
  • Pinion Investment Advisors bought 102 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.15K.
  • JPMorgan Ultra-Short Income ETF made up 0.11% of Pinion Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Pinion Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 25 quarters since.
  • Pinion Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $21M in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.