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

Avior 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
Q1 		– Sell
-2,160
Closed -$109K – 1577
2024
Q4 		$109K Sell
2,160
-522
-19% -$26.4K ﹤0.01% 870
2024
Q3 		$136K Sell
2,682
-2,281
-46% -$115K 0.01% 794
2024
Q2 		$250K Sell
4,963
-19,463
-80% -$980K 0.01% 615
2024
Q1 		$1.23M Sell
24,426
-25,874
-51% -$1.3M 0.06% 242
2023
Q4 		$2.53M Sell
50,300
-6,007
-11% -$301K 0.15% 117
2023
Q3 		$2.83M Buy
56,307
+1,406
+3% +$70.4K 0.19% 97
2023
Q2 		$2.75M Sell
54,901
-5,221
-9% -$262K 0.18% 106
2023
Q1 		$3.03M Sell
60,122
-28,154
-32% -$1.41M 0.21% 97
2022
Q4 		$4.43M Sell
88,276
-12,759
-13% -$640K 0.33% 68
2022
Q3 		$5.07M Buy
101,035
+98,936
+4,713% +$4.96M 0.42% 49
2022
Q2 		$105K Sell
2,099
-196
-9% -$9.83K 0.01% 484
2022
Q1 		$115K Buy
2,295
+3
+0.1% +$151 0.01% 491
2021
Q4 		$115K Buy
2,292
+205
+10% +$10.4K 0.01% 487
2021
Q3 		$105K Buy
2,087
+2
+0.1% +$101 0.01% 485
2021
Q2 		$105K Sell
2,085
-343
-14% -$17.4K 0.01% 463
2021
Q1 		$123K Sell
2,428
-116
-5% -$5.89K 0.01% 445
2020
Q4 		$129K Sell
2,544
-196
-7% -$9.95K 0.02% 414
2020
Q3 		$139K Sell
2,740
-32
-1% -$1.63K 0.02% 411
2020
Q2 		$140K Buy
2,772
+2,425
+699% +$122K 0.02% 408
2020
Q1 		$17K Buy
+347
New +$17.4K ﹤0.01% 530

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
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

Avior Wealth Management's JPST Position: Q1 2025 in Review

Avior Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 2,160 shares — an estimated $109K sold.

Avior Wealth Management first reported a position in JPST in Q1 2020 and held it in 20 quarters. The position peaked at $5.07M in Q3 2022. 1,098 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Avior Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,160 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $109K.
  • Avior Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 20 quarters.
  • Avior Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $5.07M in Q3 2022.
  • 1,098 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.