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Carolinas Wealth Consulting’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-227,923
Closed -$11.5M – 505
2025
Q1 		$11.5M Sell
227,923
-631
-0.3% -$31.9K 2.48% 10
2024
Q4 		$11.6M Buy
228,554
+43,370
+23% +$2.19M 2.27% 11
2024
Q3 		$9.4M Buy
185,184
+9,327
+5% +$471K 1.7% 14
2024
Q2 		$8.88M Buy
175,857
+18,843
+12% +$949K 1.71% 14
2024
Q1 		$7.92M Buy
157,014
+17,922
+13% +$902K 1.56% 17
2023
Q4 		$7.02M Sell
139,092
-24,608
-15% -$1.23M 1.53% 18
2023
Q3 		$8.22M Sell
163,700
-38,147
-19% -$1.91M 2.05% 13
2023
Q2 		$10.1M Sell
201,847
-9,972
-5% -$500K 2.01% 14
2023
Q1 		$10.7M Buy
211,819
+96,024
+83% +$4.83M 2.27% 12
2022
Q4 		$5.82M Buy
115,795
+25,881
+29% +$1.3M 1.32% 19
2022
Q3 		$4.51M Sell
89,914
-16,350
-15% -$820K 1.14% 21
2022
Q2 		$5.32M Sell
106,264
-25,175
-19% -$1.26M 1.32% 20
2022
Q1 		$6.61M Sell
131,439
-34,898
-21% -$1.76M 1.46% 19
2021
Q4 		$8.4M Buy
166,337
+9,118
+6% +$461K 1.83% 16
2021
Q3 		$7.97M Buy
157,219
+48,206
+44% +$2.45M 1.86% 16
2021
Q2 		$5.53M Buy
109,013
+67,249
+161% +$3.41M 1.22% 25
2021
Q1 		$2.12M Buy
41,764
+40,036
+2,317% +$2.03M 0.52% 33
2020
Q4 		$88K Buy
1,728
+1,229
+246% +$62.4K 0.02% 247
2020
Q3 		$25K Buy
499
+396
+384% +$20.1K 0.01% 365
2020
Q2 		$5K Buy
+103
New +$5.19K ﹤0.01% 404

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

Carolinas Wealth Consulting's JPST Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 227,923 shares — an estimated $11.5M sold.

Carolinas Wealth Consulting first reported a position in JPST in Q2 2020 and held it in 20 quarters. The position peaked at $11.6M in Q4 2024. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 227,923 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $11.5M.
  • Carolinas Wealth Consulting first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's JPMorgan Ultra-Short Income ETF position peaked at $11.6M in Q4 2024.
  • 1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.