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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
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

Drive Wealth Management's JPST Position: Q1 2025 in Review

Drive Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 4,343 shares — an estimated $220K sold.

Drive Wealth Management first reported a position in JPST in Q4 2021 and held it in 13 quarters. The position peaked at $1.75M in Q4 2022. 1,098 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Drive Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Drive Wealth Management sold 4,343 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $220K.
  • Drive Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 13 quarters.
  • Drive Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.75M in Q4 2022.
  • 1,098 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.