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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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
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

Coppell Advisory Solutions's JPST Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 1,161 shares — an estimated $58.7K sold.

Coppell Advisory Solutions first reported a position in JPST in Q4 2022 and held it in 5 quarters. The position peaked at $58.7K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,161 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $58.7K.
  • Coppell Advisory Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 5 quarters.
  • Coppell Advisory Solutions's JPMorgan Ultra-Short Income ETF position peaked at $58.7K in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.