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Coppell Advisory Solutions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Coppell Advisory Solutions’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
-1,161
Closed -$58.7K – 1143
2024
Q4 		$58.7K Buy
1,161
+286
+33% +$14.4K 0.01% 540
2024
Q3 		$44.4K Hold
875
– – 0.01% 588
2024
Q2 		$44.2K Buy
+875
New +$44.1K 0.01% 529
2023
Q4 		– Sell
-640
Closed -$32.1K – 1816
2023
Q3 		$32.1K Buy
+640
New +$32.1K 0.01% 420
2023
Q1 		– Sell
-640
Closed -$32.1K – 671
2022
Q4 		$32.1K Buy
+640
New +$32.1K 0.01% 423

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
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