Alpha Financial Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Alpha Financial Partners’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 Q4	–	Sell	-4,154	Closed	-$211K	–	98
2025 Q3	$211K	Sell	4,154 -1,033	-20%	-$52.3K	0.14%	91
2025 Q2	$263K	Buy	5,187 +146	+3%	+$7.38K	0.19%	68
2025 Q1	$255K	Buy	+5,041	New	+$255K	0.2%	66
2023 Q2	–	Sell	-6,057	Closed	-$305K	–	96
2023 Q1	$305K	Buy	6,057 +90	+2%	+$4.52K	0.34%	58
2022 Q4	$299K	Buy	+5,967	New	+$299K	0.36%	56

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Alpha Financial Partners's JPST Position: Q4 2025 in Review

Alpha Financial Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 4,154 shares — an estimated $211K sold.

Alpha Financial Partners first reported a position in JPST in Q4 2022 and held it in 5 quarters. The position peaked at $305K in Q1 2023. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Alpha Financial Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Alpha Financial Partners sold 4,154 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $211K.
Alpha Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 5 quarters.
Alpha Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $305K in Q1 2023.
1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Alpha Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.