BWM Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BWM Planning’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	-5,102	Closed	-$259K	–	96
2025 Q3	$259K	Buy	+5,102	New	+$258K	0.08%	80

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWM Planning's JPST Position: Q4 2025 in Review

BWM Planning sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 5,102 shares — an estimated $259K sold.

BWM Planning first reported a position in JPST in Q3 2025 and held it in 1 quarter. The position peaked at $259K in Q3 2025. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

BWM Planning reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
BWM Planning sold 5,102 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $259K.
BWM Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and held it in 1 quarter.
BWM Planning's JPMorgan Ultra-Short Income ETF position peaked at $259K in Q3 2025.
1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on BWM Planning's 13F filing for Q4 2025, filed 14 Jan 2026.