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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
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 		$9.79M 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

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

Pinnacle Associates's JPST Position: Q2 2026 in Review

Pinnacle Associates increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 146% in Q2 2026, buying an estimated $2.99M and bringing the position to 99,921 shares worth $5.05M. The position accounts for 0.06% of the portfolio, ranked #270.

Pinnacle Associates first reported a position in JPST in Q2 2020 and has held it in 25 quarters since. The position peaked at $10M in Q3 2021. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Pinnacle Associates held 99,921 shares of JPMorgan Ultra-Short Income ETF worth $5.05M as of Q2 2026.
  • Pinnacle Associates bought 59,255 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.99M.
  • JPMorgan Ultra-Short Income ETF made up 0.06% of Pinnacle Associates's portfolio in Q2 2026, its #270 holding.
  • Pinnacle Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 25 quarters since.
  • Pinnacle Associates's JPMorgan Ultra-Short Income ETF position peaked at $10M in Q3 2021.
  • 1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.