Pinnacle Wealth Management Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$697K	Buy	13,776 +2,693	+24%	+$136K	0.05%	219
2025 Q4	$561K	Buy	11,083 +2,425	+28%	+$123K	0.04%	250
2025 Q3	$439K	Buy	8,658 +1,329	+18%	+$67.3K	0.03%	252
2025 Q2	$371K	Sell	7,329 -3,047	-29%	-$154K	0.03%	268
2025 Q1	$525K	Buy	10,376 +4,851	+88%	+$245K	0.05%	201
2024 Q4	$278K	Buy	+5,525	New	+$279K	0.03%	290
2024 Q3	–	Sell	-4,310	Closed	-$218K	–	368
2024 Q2	$218K	Sell	4,310 -908	-17%	-$45.7K	0.02%	322
2024 Q1	$263K	Sell	5,218 -2,880	-36%	-$145K	0.03%	287
2023 Q4	$407K	Buy	8,098 +1,790	+28%	+$89.8K	0.05%	207
2023 Q3	$317K	Buy	+6,308	New	+$316K	0.04%	225
2023 Q1	–	Sell	-8,080	Closed	-$405K	–	332
2022 Q4	$405K	Buy	8,080 +4,000	+98%	+$201K	0.06%	189
2022 Q3	$205K	Sell	4,080 -49,017	-92%	-$2.46M	0.03%	258
2022 Q2	$2.66M	Sell	53,097 -32,480	-38%	-$1.63M	0.43%	63
2022 Q1	$4.3M	Buy	85,577 +3,177	+4%	+$160K	0.62%	43
2021 Q4	$4.16M	Buy	82,400 +11,328	+16%	+$573K	0.68%	37
2021 Q3	$3.6M	Sell	71,072 -2,130	-3%	-$108K	0.84%	29
2021 Q2	$3.71M	Buy	73,202 +58,947	+414%	+$2.99M	0.87%	29
2021 Q1	$724K	Buy	14,255 +3,250	+30%	+$165K	0.2%	99
2020 Q4	$559K	Buy	11,005 +6,490	+144%	+$330K	0.17%	110
2020 Q3	$229K	Buy	+4,515	New	+$229K	0.08%	162

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

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

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

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

Pinnacle Wealth Management Advisory Group's JPST Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 24% in Q1 2026, buying an estimated $136K and bringing the position to 13,776 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #219.

Pinnacle Wealth Management Advisory Group first reported a position in JPST in Q3 2020 and has held it in 20 quarters since. The position peaked at $4.3M in Q1 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 13,776 shares of JPMorgan Ultra-Short Income ETF worth $697K as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 2,693 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $136K.
JPMorgan Ultra-Short Income ETF made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #219 holding.
Pinnacle Wealth Management Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 20 quarters since.
Pinnacle Wealth Management Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $4.3M in Q1 2022.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.