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Alpha Omega Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Alpha Omega 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
2025
Q1 		$264K Buy
5,217
+24
+0.5% +$1.21K 0.31% 17
2024
Q4 		$262K Sell
5,193
-148
-3% -$7.47K 0.31% 18
2024
Q3 		$271K Buy
5,341
+108
+2% +$5.46K 0.37% 17
2024
Q2 		$264K Buy
5,233
+320
+7% +$16.1K 0.33% 17
2024
Q1 		$248K Sell
4,913
-418
-8% -$21K 0.35% 18
2023
Q4 		$268K Buy
5,331
+118
+2% +$5.92K 0.47% 14
2023
Q3 		$262K Sell
5,213
-377
-7% -$18.9K 0.5% 14
2023
Q2 		$280K Sell
5,590
-53
-0.9% -$2.66K 0.52% 14
2023
Q1 		$284K Hold
5,643
– – 0.56% 14
2022
Q4 		$283K Buy
5,643
+1,324
+31% +$66.4K 0.4% 20
2022
Q3 		$217K Sell
4,319
-657
-13% -$32.9K 0.27% 26
2022
Q2 		$249K Sell
4,976
-390
-7% -$19.6K 0.29% 25
2022
Q1 		$270K Sell
5,366
-295
-5% -$14.9K 0.27% 26
2021
Q4 		$286K Sell
5,661
-3,879
-41% -$196K 0.29% 26
2021
Q3 		$484K Buy
9,540
+100
+1% +$5.07K 0.52% 22
2021
Q2 		$479K Sell
9,440
-1,880
-17% -$95.4K 0.5% 22
2021
Q1 		$575K Sell
11,320
-1,094
-9% -$55.6K 0.63% 16
2020
Q4 		$631K Buy
+12,414
New +$630K 0.61% 19

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Alpha Omega Group's JPST Position: Q1 2025 in Review

Alpha Omega Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.46% in Q1 2025, buying an estimated $1.21K and bringing the position to 5,217 shares worth $264K. The position accounts for 0.31% of the portfolio, ranked #17.

Alpha Omega Group first reported a position in JPST in Q4 2020 and has held it in 18 quarters since. The position peaked at $631K in Q4 2020. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Alpha Omega Group held 5,217 shares of JPMorgan Ultra-Short Income ETF worth $264K as of Q1 2025.
  • Alpha Omega Group bought 24 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $1.21K.
  • JPMorgan Ultra-Short Income ETF made up 0.31% of Alpha Omega Group's portfolio in Q1 2025, its #17 holding.
  • Alpha Omega Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 18 quarters since.
  • Alpha Omega Group's JPMorgan Ultra-Short Income ETF position peaked at $631K in Q4 2020.
  • 1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Alpha Omega Group's 13F filing for Q1 2025, filed 6 May 2025.