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Consolidated Portfolio Review Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-17,385
Closed -$882K – 235
2025
Q3 		$882K Sell
17,385
-7,399
-30% -$375K 0.11% 195
2025
Q2 		$1.26M Buy
+24,784
New +$1.25M 0.17% 134

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 $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Consolidated Portfolio Review Corp's JPST Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 17,385 shares — an estimated $882K sold.

Consolidated Portfolio Review Corp first reported a position in JPST in Q2 2025 and held it in 2 quarters. The position peaked at $1.26M in Q2 2025. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 17,385 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $882K.
  • Consolidated Portfolio Review Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's JPMorgan Ultra-Short Income ETF position peaked at $1.26M in Q2 2025.
  • 1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.