Pinnacle Financial Partners (Tennessee)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$307K	Sell	6,051 -2,547	-30%	-$129K	0.01%	393
2025 Q2	$436K	Buy	8,598 +5,933	+223%	+$300K	0.01%	356
2025 Q1	$134K	Hold	2,665	–	–	﹤0.01%	458
2024 Q4	$135K	Hold	2,665	–	–	﹤0.01%	452
2024 Q3	$135K	Sell	2,665 -1,701	-39%	-$86K	﹤0.01%	451
2024 Q2	$220K	Buy	4,366 +217	+5%	+$10.9K	﹤0.01%	414
2024 Q1	$209K	Buy	+4,149	New	+$209K	﹤0.01%	421
2023 Q3	–	Sell	-4,961	Closed	-$249K	–	539
2023 Q2	$249K	Buy	+4,961	New	+$249K	0.01%	361
2022 Q4	–	Sell	-5,466	Closed	-$274K	–	575
2022 Q3	$274K	Sell	5,466 -2,600	-32%	-$130K	0.01%	323
2022 Q2	$404K	Buy	+8,066	New	+$405K	0.01%	284
2019 Q4	–	Sell	-4,000	Closed	-$202K	–	474
2019 Q3	$202K	Buy	+4,000	New	+$202K	0.01%	337

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s JPST Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q3 2025, selling an estimated $129K and leaving 6,051 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #393.

Pinnacle Financial Partners (Tennessee) first reported a position in JPST in Q3 2019 and has held it in 11 quarters since. The position peaked at $436K in Q2 2025. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 6,051 shares of JPMorgan Ultra-Short Income ETF worth $307K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 2,547 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $129K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #393 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and has held it in 11 quarters since.
Pinnacle Financial Partners (Tennessee)'s JPMorgan Ultra-Short Income ETF position peaked at $436K in Q2 2025.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.