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

Centerpoint 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
2026
Q1 		$2K Buy
38
+29
+322% +$1.47K ﹤0.01% 368
2025
Q4 		$0 Sell
9
-388
-98% -$19.7K ﹤0.01% 428
2025
Q3 		$20K Hold
397
– – 0.01% 253
2025
Q2 		$20K Buy
397
+200
+102% +$10.1K 0.01% 245
2025
Q1 		$10K Sell
197
-177
-47% -$8.94K ﹤0.01% 323
2024
Q4 		$19K Hold
374
– – 0.01% 271
2024
Q3 		$19K Buy
374
+205
+121% +$10.4K 0.01% 283
2024
Q2 		$9K Sell
169
-131
-44% -$6.6K ﹤0.01% 353
2024
Q1 		$15K Hold
300
– – 0.01% 301
2023
Q4 		$15K Hold
300
– – 0.01% 295
2023
Q3 		$15K Buy
+300
New +$15K 0.01% 288

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $564B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return