Clarkston Capital Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Clarkston Capital Partners’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	-17,000	Closed	-$856K	–	153
2024 Q4	$856K	Hold	17,000	–	–	0.02%	108
2024 Q3	$863K	Hold	17,000	–	–	0.02%	104
2024 Q2	$858K	Hold	17,000	–	–	0.02%	105
2024 Q1	$858K	Hold	17,000	–	–	0.02%	103
2023 Q4	$854K	Hold	17,000	–	–	0.02%	96
2023 Q3	$853K	Hold	17,000	–	–	0.02%	97
2023 Q2	$852K	Sell	17,000 -12,500	-42%	-$627K	0.02%	97
2023 Q1	$1.48M	Buy	29,500 +1,200	+4%	+$60.3K	0.03%	78
2022 Q4	$1.42M	Sell	28,300 -11,820	-29%	-$592K	0.03%	84
2022 Q3	$2.01M	Buy	40,120 +5,060	+14%	+$254K	0.04%	70
2022 Q2	$1.76M	Sell	35,060 -14,250	-29%	-$715K	0.03%	74
2022 Q1	$2.48M	Sell	49,310 -16,345	-25%	-$823K	0.04%	63
2021 Q4	$3.31M	Buy	65,655 +26,452	+67%	+$1.34M	0.06%	55
2021 Q3	$1.99M	Buy	39,203 +34,275	+696%	+$1.74M	0.04%	59
2021 Q2	$250K	Buy	+4,928	New	+$250K	﹤0.01%	134
2019 Q3	–	Sell	-6,093	Closed	-$307K	–	109
2019 Q2	$307K	Buy	+6,093	New	+$307K	0.01%	84

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Clarkston Capital Partners's JPST Position: Q1 2025 in Review

Clarkston Capital Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 17,000 shares — an estimated $856K sold.

Clarkston Capital Partners first reported a position in JPST in Q2 2019 and held it in 16 quarters. The position peaked at $3.31M in Q4 2021. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Clarkston Capital Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
Clarkston Capital Partners sold 17,000 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $856K.
Clarkston Capital Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and held it in 16 quarters.
Clarkston Capital Partners's JPMorgan Ultra-Short Income ETF position peaked at $3.31M in Q4 2021.
1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Clarkston Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.