Vista Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Vista Investment Management’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	$1.5M	Sell	29,682 -4,561	-13%	-$231K	0.5%	62
2025 Q4	$1.73M	Buy	34,243 +7,105	+26%	+$360K	0.57%	54
2025 Q3	$1.38M	Buy	27,138 +1,405	+5%	+$71.1K	0.48%	62
2025 Q2	$1.3M	Buy	25,733 +984	+4%	+$49.7K	0.48%	65
2025 Q1	$1.25M	Buy	24,749 +3,265	+15%	+$165K	0.49%	63
2024 Q4	$1.08M	Sell	21,484 -22	-0.1%	-$1.11K	0.41%	71
2024 Q3	$1.09M	Buy	21,506 +2,153	+11%	+$109K	0.41%	72
2024 Q2	$977K	Sell	19,353 -4,617	-19%	-$232K	0.4%	76
2024 Q1	$1.21M	Sell	23,970 -1,882	-7%	-$94.8K	0.49%	62
2023 Q4	$1.3M	Buy	25,852 +1,344	+5%	+$67.4K	0.6%	52
2023 Q3	$1.23M	Buy	24,508 +2,193	+10%	+$110K	0.65%	51
2023 Q2	$1.12M	Buy	22,315 +487	+2%	+$24.4K	0.57%	58
2023 Q1	$1.1M	Buy	21,828 +642	+3%	+$32.3K	0.58%	58
2022 Q4	$1.06M	Buy	21,186 +4,675	+28%	+$234K	0.61%	56
2022 Q3	$828K	Buy	16,511 +9,403	+132%	+$471K	0.51%	64
2022 Q2	$356K	Buy	+7,108	New	+$357K	0.22%	122

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

Vista Investment Management's JPST Position: Q1 2026 in Review

Vista Investment Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q1 2026, selling an estimated $231K and leaving 29,682 shares worth $1.5M. The position accounts for 0.5% of the portfolio, ranked #62.

Vista Investment Management first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q4 2025. 1,204 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Vista Investment Management held 29,682 shares of JPMorgan Ultra-Short Income ETF worth $1.5M as of Q1 2026.
Vista Investment Management sold 4,561 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $231K.
JPMorgan Ultra-Short Income ETF made up 0.5% of Vista Investment Management's portfolio in Q1 2026, its #62 holding.
Vista Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
Vista Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $1.73M in Q4 2025.
1,204 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.