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Abich Financial Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Abich Financial Wealth 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
2025
Q3 		$62K Buy
+1,223
New +$61.9K 0.02% 287
2024
Q3 		$101K Hold
1,994
– – 0.23% 44
2024
Q2 		$101K Buy
+1,994
New +$100K 0.07% 93

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return

Abich Financial Wealth Management's JPST Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025: 1,223 shares worth $62K. The stake represents 0.02% of the portfolio and ranks #287 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in JPST as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in JPST in Q2 2024 and has held it in 3 quarters since. The position peaked at $101K in Q3 2024. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • Abich Financial Wealth Management held 1,223 shares of JPMorgan Ultra-Short Income ETF worth $62K as of Q3 2025.
  • JPMorgan Ultra-Short Income ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • JPMorgan Ultra-Short Income ETF made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #287 holding.
  • Abich Financial Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 3 quarters since.
  • Abich Financial Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $101K in Q3 2024.
  • 1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.