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

Bristlecone 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
Q3 		$17.5M Buy
344,989
+68,562
+25% +$3.47M 1.46% 19
2025
Q2 		$14M Buy
276,427
+64,020
+30% +$3.23M 1.18% 25
2025
Q1 		$10.8M Buy
212,407
+44,735
+27% +$2.26M 0.88% 28
2024
Q4 		$8.45M Buy
167,672
+36,780
+28% +$1.86M 0.66% 36
2024
Q3 		$6.64M Sell
130,892
-770
-0.6% -$38.9K 0.53% 46
2024
Q2 		$6.64M Buy
131,662
+4,666
+4% +$235K 0.57% 36
2024
Q1 		$6.41M Sell
126,996
-3,157
-2% -$159K 0.56% 40
2023
Q4 		$6.54M Sell
130,153
-15,811
-11% -$793K 0.66% 32
2023
Q3 		$7.32M Sell
145,964
-7,699
-5% -$386K 0.82% 29
2023
Q2 		$7.7M Sell
153,663
-51,434
-25% -$2.58M 0.77% 29
2023
Q1 		$10.3M Sell
205,097
-89,812
-30% -$4.51M 1.13% 22
2022
Q4 		$14.8M Buy
294,909
+14,268
+5% +$715K 1.81% 14
2022
Q3 		$14.1M Buy
280,641
+703
+0.3% +$35.2K 1.84% 15
2022
Q2 		$14M Buy
279,938
+23,611
+9% +$1.18M 1.73% 15
2022
Q1 		$12.9M Buy
256,327
+50,592
+25% +$2.55M 1.58% 16
2021
Q4 		$10.4M Sell
205,735
-4,809
-2% -$243K 1.25% 17
2021
Q3 		$10.7M Buy
210,544
+31,799
+18% +$1.61M 1.4% 16
2021
Q2 		$9.07M Sell
178,745
-7,355
-4% -$373K 1.23% 17
2021
Q1 		$9.45M Sell
186,100
-34,187
-16% -$1.74M 1.43% 15
2020
Q4 		$11.2M Sell
220,287
-6,311
-3% -$320K 1.78% 11
2020
Q3 		$11.5M Buy
226,598
+75,879
+50% +$3.86M 2.1% 8
2020
Q2 		$7.65M Buy
150,719
+88,275
+141% +$4.45M 1.55% 14
2020
Q1 		$3.1M Buy
62,444
+2,805
+5% +$141K 0.74% 32
2019
Q4 		$3.01M Buy
59,639
+3,899
+7% +$197K 0.6% 47
2019
Q3 		$2.81M Buy
+55,740
New +$2.81M 0.68% 38

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bristlecone Advisors's JPST Position: Q3 2025 in Review

Bristlecone Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 25% in Q3 2025, buying an estimated $3.47M and bringing the position to 344,989 shares worth $17.5M. The position accounts for 1.46% of the portfolio, ranked #19.

Bristlecone Advisors first reported a position in JPST in Q3 2019 and has held it in 25 quarters since. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • Bristlecone Advisors held 344,989 shares of JPMorgan Ultra-Short Income ETF worth $17.5M as of Q3 2025.
  • Bristlecone Advisors bought 68,562 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $3.47M.
  • JPMorgan Ultra-Short Income ETF made up 1.46% of Bristlecone Advisors's portfolio in Q3 2025, its #19 holding.
  • Bristlecone Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and has held it in 25 quarters since.
  • 1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.