Pinnacle Associates
JPST icon

Pinnacle Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pinnacle Associates’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
Q3 		$6.1M Buy
121,159
+21,238
+21% +$1.07M 0.07% 248
2026
Q2 		$5.05M Buy
99,921
+59,255
+146% +$2.99M 0.06% 270
2026
Q1 		$2.06M Buy
40,666
+6,031
+17% +$305K 0.03% 393
2025
Q4 		$1.75M Buy
34,635
+11,180
+48% +$566K 0.02% 418
2025
Q3 		$1.19M Buy
23,455
+5,978
+34% +$303K 0.02% 479
2025
Q2 		$886K Sell
17,477
-338
-2% -$17.1K 0.01% 531
2025
Q1 		$902K Buy
17,815
+7,119
+67% +$360K 0.01% 509
2024
Q4 		$539K Buy
10,696
+2,598
+32% +$131K 0.01% 585
2024
Q3 		$407K Buy
8,098
+3,788
+88% +$191K 0.01% 612
2024
Q2 		$218K Sell
4,310
-908
-17% -$45.7K ﹤0.01% 762
2024
Q1 		$263K Sell
5,218
-2,880
-36% -$145K ﹤0.01% 730
2023
Q4 		$407K Buy
8,098
+1,455
+22% +$73K 0.01% 620
2023
Q3 		$333K Sell
6,643
-9,475
-59% -$475K 0.01% 646
2023
Q2 		$808K Sell
16,118
-3,467
-18% -$174K 0.01% 496
2023
Q1 		$986K Sell
19,585
-14,545
-43% -$731K 0.02% 412
2022
Q4 		$1.71M Buy
34,130
+19,275
+130% +$966K 0.04% 321
2022
Q3 		$745K Sell
14,855
-78,392
-84% -$3.93M 0.02% 441
2022
Q2 		$4.67M Sell
93,247
-84,595
-48% -$4.24M 0.1% 211
2022
Q1 		$8.94M Sell
177,842
-16,098
-8% -$811K 0.16% 160
2021
Q4 		$9.8M Sell
193,940
-3,342
-2% -$169K 0.17% 151
2021
Q3 		$10M Buy
197,282
+19,119
+11% +$970K 0.18% 141
2021
Q2 		$9.04M Buy
178,163
+135,664
+319% +$6.88M 0.16% 152
2021
Q1 		$2.16M Buy
42,499
+18,144
+74% +$921K 0.04% 312
2020
Q4 		$1.24M Buy
24,355
+15,490
+175% +$787K 0.03% 370
2020
Q3 		$450K Buy
8,865
+3,825
+76% +$194K 0.01% 512
2020
Q2 		$256K Buy
+5,040
New +$254K 0.01% 590

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HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pinnacle Associates's JPST Position: Q3 2026 in Review

Pinnacle Associates increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 21% in Q3 2026, buying an estimated $1.07M and bringing the position to 121,159 shares worth $6.1M. The position accounts for 0.07% of the portfolio, ranked #248.

Pinnacle Associates first reported a position in JPST in Q2 2020 and has held it in 26 quarters since. The position peaked at $10M in Q3 2021. 786 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Pinnacle Associates held 121,159 shares of JPMorgan Ultra-Short Income ETF worth $6.1M as of Q3 2026.
  • Pinnacle Associates bought 21,238 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.07M.
  • JPMorgan Ultra-Short Income ETF made up 0.07% of Pinnacle Associates's portfolio in Q3 2026, its #248 holding.
  • Pinnacle Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 26 quarters since.
  • Pinnacle Associates's JPMorgan Ultra-Short Income ETF position peaked at $10M in Q3 2021.
  • 786 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.