Atria Wealth Solutions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Atria Wealth Solutions’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	$16.8M	Sell	331,249 -188,122	-36%	-$9.5M	0.38%	53
2025 Q1	$26.3M	Buy	519,371 +97,218	+23%	+$4.91M	0.32%	63
2024 Q4	$21.3M	Sell	422,153 -75,097	-15%	-$3.79M	0.23%	93
2024 Q3	$25.2M	Sell	497,250 -37,523	-7%	-$1.9M	0.27%	75
2024 Q2	$27M	Buy	534,773 +65,674	+14%	+$3.31M	0.3%	59
2024 Q1	$23.7M	Buy	469,099 +54,734	+13%	+$2.76M	0.27%	75
2023 Q4	$20.8M	Sell	414,365 -155,018	-27%	-$7.78M	0.26%	78
2023 Q3	$28.6M	Sell	569,383 -19,773	-3%	-$991K	0.4%	46
2023 Q2	$29.5M	Sell	589,156 -117,397	-17%	-$5.89M	0.4%	39
2023 Q1	$35.6M	Buy	706,553 +235,178	+50%	+$11.8M	0.53%	27
2022 Q4	$23.7M	Buy	471,375 +166,630	+55%	+$8.35M	0.38%	55
2022 Q3	$15.3M	Buy	304,745 +74,218	+32%	+$3.72M	0.26%	87
2022 Q2	$11.5M	Buy	230,527 +93,805	+69%	+$4.71M	0.22%	102
2022 Q1	$6.87M	Buy	+136,722	New	+$6.89M	0.11%	189

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's JPST Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 36% in Q2 2025, selling an estimated $9.5M and leaving 331,249 shares worth $16.8M. The position accounts for 0.38% of the portfolio, ranked #53.

Atria Wealth Solutions first reported a position in JPST in Q1 2022 and has held it in 14 quarters since. The position peaked at $35.6M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Atria Wealth Solutions held 331,249 shares of JPMorgan Ultra-Short Income ETF worth $16.8M as of Q2 2025.
Atria Wealth Solutions sold 188,122 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $9.5M.
JPMorgan Ultra-Short Income ETF made up 0.38% of Atria Wealth Solutions's portfolio in Q2 2025, its #53 holding.
Atria Wealth Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's JPMorgan Ultra-Short Income ETF position peaked at $35.6M in Q1 2023.
1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.