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Avaii Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Avaii Wealth Management’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
-4,788
Closed -$243K – 152
2025
Q3 		$243K Buy
4,788
+289
+6% +$14.6K 0.09% 129
2025
Q2 		$228K Sell
4,499
-793
-15% -$40.1K 0.1% 120
2025
Q1 		$268K Sell
5,292
-1,735
-25% -$87.6K 0.14% 96
2024
Q4 		$354K Sell
7,027
-1,814
-21% -$91.6K 0.17% 79
2024
Q3 		$449K Sell
8,841
-2,191
-20% -$111K 0.23% 61
2024
Q2 		$557K Buy
11,032
+460
+4% +$23.2K 0.31% 56
2024
Q1 		$533K Sell
10,572
-5,485
-34% -$276K 0.31% 59
2023
Q4 		$807K Buy
16,057
+7,171
+81% +$360K 0.53% 41
2023
Q3 		$446K Sell
8,886
-11,904
-57% -$596K 0.34% 66
2023
Q2 		$1.04M Buy
20,790
+1,628
+8% +$81.7K 0.8% 26
2023
Q1 		$964K Sell
19,162
-9,612
-33% -$483K 0.84% 24
2022
Q4 		$1.44M Buy
28,774
+10,909
+61% +$547K 1.29% 16
2022
Q3 		$896K Buy
17,865
+10,007
+127% +$502K 0.93% 22
2022
Q2 		$394K Sell
7,858
-1
-0% -$50 0.42% 46
2022
Q1 		$395K Sell
7,859
-1,110
-12% -$55.9K 0.37% 54
2021
Q4 		$453K Buy
+8,969
New +$454K 0.45% 45

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

Avaii Wealth Management's JPST Position: Q4 2025 in Review

Avaii Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 4,788 shares — an estimated $243K sold.

Avaii Wealth Management first reported a position in JPST in Q4 2021 and held it in 16 quarters. The position peaked at $1.44M in Q4 2022. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

  • Avaii Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 4,788 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $243K.
  • Avaii Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 16 quarters.
  • Avaii Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.44M in Q4 2022.
  • 1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Avaii Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.