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

Centricity 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
Q2 		$6.53M Buy
128,841
+28,472
+28% +$1.44M 5.22% 3
2025
Q1 		$5.08M Buy
100,369
+8,276
+9% +$418K 4.61% 2
2024
Q4 		$4.64M Buy
+92,093
New +$4.65M 4.33% 2

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
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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Centricity Wealth Management's JPST Position: Q2 2025 in Review

Centricity Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 28% in Q2 2025, buying an estimated $1.44M and bringing the position to 128,841 shares worth $6.53M. The position accounts for 5.22% of the portfolio, ranked #3.

Centricity Wealth Management first reported a position in JPST in Q4 2024 and has held it in 3 quarters since. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Centricity Wealth Management held 128,841 shares of JPMorgan Ultra-Short Income ETF worth $6.53M as of Q2 2025.
  • Centricity Wealth Management bought 28,472 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $1.44M.
  • JPMorgan Ultra-Short Income ETF made up 5.22% of Centricity Wealth Management's portfolio in Q2 2025, its #3 holding.
  • Centricity Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.