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

Activest 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
Q2 		– Sell
-1,197
Closed -$60.5K – 1118
2025
Q1 		$60.6K Hold
1,197
– – 0.02% 179
2024
Q4 		$60.3K Hold
1,197
– – 0.02% 158
2024
Q3 		$60.7K Hold
1,197
– – 0.02% 155
2024
Q2 		$60.4K Hold
1,197
– – 0.02% 152
2024
Q1 		$60.4K Hold
1,197
– – 0.03% 103
2023
Q4 		$60.1K Hold
1,197
– – 0.03% 86
2023
Q3 		$60.1K Buy
+1,197
New +$60K 0.04% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Activest Wealth Management's JPST Position: Q2 2025 in Review

Activest Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 1,197 shares — an estimated $60.5K sold.

Activest Wealth Management first reported a position in JPST in Q3 2023 and held it in 7 quarters. The position peaked at $60.7K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Activest Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Activest Wealth Management sold 1,197 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $60.5K.
  • Activest Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and held it in 7 quarters.
  • Activest Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $60.7K in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Activest Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.