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

Cooksen Wealth’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 Q3	–	Sell	-712	Closed	-$36.1K	–	65
2025 Q2	$36.1K	Sell	712 -10	-1%	-$505	0.03%	65
2025 Q1	$36.4K	Buy	+722	New	+$36.5K	0.04%	65
2024 Q1	–	Sell	-712	Closed	-$35.8K	–	69
2023 Q4	$35.8K	Buy	+712	New	+$35.7K	0.04%	66

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cooksen Wealth's JPST Position: Q3 2025 in Review

Cooksen Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 712 shares — an estimated $36.1K sold.

Cooksen Wealth first reported a position in JPST in Q4 2023 and held it in 3 quarters. The position peaked at $36.4K in Q1 2025. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Cooksen Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
Cooksen Wealth sold 712 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $36.1K.
Cooksen Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 3 quarters.
Cooksen Wealth's JPMorgan Ultra-Short Income ETF position peaked at $36.4K in Q1 2025.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Cooksen Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.