AAS
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Asset Allocation Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Asset Allocation Strategies’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 		$2.9M Buy
57,280
+45,542
+388% +$2.31M 0.51% 46
2025
Q4 		$594K Sell
11,738
-21,418
-65% -$1.09M 0.11% 98
2025
Q3 		$1.68M Sell
33,156
-4,225
-11% -$214K 0.33% 67
2025
Q2 		$1.89M Buy
37,381
+16,132
+76% +$815K 0.42% 57
2025
Q1 		$1.08M Buy
21,249
+1,512
+8% +$76.4K 0.27% 77
2024
Q4 		$995K Buy
19,737
+14,103
+250% +$712K 0.24% 76
2024
Q3 		$286K Buy
5,634
+629
+13% +$31.8K 0.08% 96
2024
Q2 		$253K Buy
5,005
+887
+22% +$44.7K 0.08% 76
2024
Q1 		$208K Buy
+4,118
New +$207K 0.07% 76

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return