Atlas Capital Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Atlas Capital Advisors’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	$581K	Sell	11,466 -90	-0.8%	-$4.55K	0.07%	222
2025 Q1	$585K	Sell	11,556 -412	-3%	-$20.8K	0.07%	224
2024 Q4	$603K	Buy	+11,968	New	+$604K	0.08%	206
2024 Q3	–	Sell	-8,983	Closed	-$453K	–	937
2024 Q2	$453K	Buy	+8,983	New	+$452K	0.06%	240
2024 Q1	–	Sell	-11,261	Closed	-$566K	–	933
2023 Q4	$566K	Buy	+11,261	New	+$565K	0.08%	198
2023 Q3	–	Sell	-25,380	Closed	-$1.27M	–	898
2023 Q2	$1.27M	Buy	25,380 +3,290	+15%	+$165K	0.19%	92
2023 Q1	$1.11M	Sell	22,090 -1,953	-8%	-$98.1K	0.17%	95
2022 Q4	$1.21M	Sell	24,043 -438	-2%	-$22K	0.2%	97
2022 Q3	$1.23M	Sell	24,481 -425	-2%	-$21.3K	0.22%	86
2022 Q2	$1.25M	Sell	24,906 -6,667	-21%	-$334K	0.21%	88
2022 Q1	$1.59M	Buy	31,573 +5,450	+21%	+$275K	0.25%	89
2021 Q4	$1.32M	Buy	+26,123	New	+$1.32M	0.2%	95

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Capital Advisors's JPST Position: Q2 2025 in Review

Atlas Capital Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.78% in Q2 2025, selling an estimated $4.55K and leaving 11,466 shares worth $581K. The position accounts for 0.07% of the portfolio, ranked #222.

Atlas Capital Advisors first reported a position in JPST in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.59M in Q1 2022. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Atlas Capital Advisors held 11,466 shares of JPMorgan Ultra-Short Income ETF worth $581K as of Q2 2025.
Atlas Capital Advisors sold 90 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $4.55K.
JPMorgan Ultra-Short Income ETF made up 0.07% of Atlas Capital Advisors's portfolio in Q2 2025, its #222 holding.
Atlas Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 12 quarters since.
Atlas Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.59M in Q1 2022.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.