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Edge Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Edge Financial Advisors’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
Q4 		$1.11M Sell
21,883
-4,775
-18% -$242K 0.47% 48
2025
Q3 		$1.35M Sell
26,658
-4,483
-14% -$227K 0.61% 38
2025
Q2 		$1.57M Buy
31,141
+6,203
+25% +$313K 0.83% 24
2025
Q1 		$1.26M Buy
+24,938
New +$1.26M 0.8% 27

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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Edge Financial Advisors's JPST Position: Q4 2025 in Review

Edge Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q4 2025, selling an estimated $242K and leaving 21,883 shares worth $1.11M. The position accounts for 0.47% of the portfolio, ranked #48.

Edge Financial Advisors first reported a position in JPST in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.57M in Q2 2025. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

  • Edge Financial Advisors held 21,883 shares of JPMorgan Ultra-Short Income ETF worth $1.11M as of Q4 2025.
  • Edge Financial Advisors sold 4,775 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $242K.
  • JPMorgan Ultra-Short Income ETF made up 0.47% of Edge Financial Advisors's portfolio in Q4 2025, its #48 holding.
  • Edge Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 4 quarters since.
  • Edge Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.57M in Q2 2025.
  • 1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.