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

Congress 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	$17.5M	Buy	344,711 +32,096	+10%	+$1.62M	0.17%	146
2025 Q1	$15.8M	Buy	312,615 +289,620	+1,259%	+$14.6M	0.19%	138
2024 Q4	$1.16M	Buy	22,995 +1,814	+9%	+$91.6K	0.02%	498
2024 Q3	$1.07M	Buy	21,181 +16,182	+324%	+$818K	0.01%	511
2024 Q2	$252K	Sell	4,999 -1,759	-26%	-$88.6K	﹤0.01%	651
2024 Q1	$341K	Buy	+6,758	New	+$340K	0.01%	492
2023 Q1	–	Sell	-4,519	Closed	-$227K	–	568
2022 Q4	$227K	Buy	+4,519	New	+$227K	0.01%	521
2022 Q2	–	Sell	-140,848	Closed	-$7.08M	–	592
2022 Q1	$7.08M	Sell	140,848 -624,143	-82%	-$31.4M	0.15%	173
2021 Q4	$38.6M	Buy	+764,991	New	+$38.7M	0.77%	29

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Congress Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q2 2025, buying an estimated $1.62M and bringing the position to 344,711 shares worth $17.5M. The position accounts for 0.17% of the portfolio, ranked #146.

Congress Wealth Management first reported a position in JPST in Q4 2021 and has held it in 9 quarters since. The position peaked at $38.6M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Congress Wealth Management held 344,711 shares of JPMorgan Ultra-Short Income ETF worth $17.5M as of Q2 2025.
Congress Wealth Management bought 32,096 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $1.62M.
JPMorgan Ultra-Short Income ETF made up 0.17% of Congress Wealth Management's portfolio in Q2 2025, its #146 holding.
Congress Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 9 quarters since.
Congress Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $38.6M in Q4 2021.
1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.