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

Bullock 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
-56
Closed -$2.82K – 598
2024
Q4 		$2.82K Hold
56
– – ﹤0.01% 482
2024
Q3 		$2.83K Hold
56
– – ﹤0.01% 470
2024
Q2 		$2.81K Hold
56
– – ﹤0.01% 446
2024
Q1 		$2.81K Buy
+56
New +$2.82K ﹤0.01% 459

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

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

Bullock Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 56 shares — an estimated $2.82K sold.

Bullock Wealth Management first reported a position in JPST in Q1 2024 and held it in 4 quarters. The position peaked at $2.83K in Q3 2024. 1,098 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Bullock Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 56 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $2.82K.
  • Bullock Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.83K in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.