Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DWM
Drive Wealth Management’s
JPMorgan Ultra-Short Income ETF
JPST
Stock Holding History
Drive 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
Q1
–
Sell
-4,343
Closed
-$220K
–
354
2024
Q4
$220K
Sell
4,343
-2,623
-38%
-$132K
0.05%
286
2024
Q3
$353K
Sell
6,966
-3,925
-36%
-$198K
0.09%
182
2024
Q2
$550K
Sell
10,891
-1,657
-13%
-$83.4K
0.15%
119
2024
Q1
$633K
Sell
12,548
-2,413
-16%
-$121K
0.18%
105
2023
Q4
$755K
Sell
14,961
-4,212
-22%
-$211K
0.24%
84
2023
Q3
$962K
Sell
19,173
-3,374
-15%
-$169K
0.35%
62
2023
Q2
$1.13M
Buy
22,547
+1,105
+5%
+$55.5K
0.42%
56
2023
Q1
$1.08M
Sell
21,442
-13,482
-39%
-$678K
0.45%
53
2022
Q4
$1.75M
Buy
34,924
+13,830
+66%
+$693K
0.88%
22
2022
Q3
$1.06M
Sell
21,094
-581
-3%
-$29.1K
1.01%
22
2022
Q2
$1.09M
Sell
21,675
-1,858
-8%
-$93.2K
0.99%
20
2022
Q1
$1.18M
Buy
23,533
+413
+2%
+$20.8K
1%
20
2021
Q4
$1.17M
Buy
+23,120
New
+$1.17M
1.03%
17
Other funds holding JPST
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Temasek Holdings
Singapore
$29.7B AUM
13.98%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
HWM
HB Wealth Management
Atlanta, Georgia
$15.4B AUM
18.35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close