Empirical Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Empirical Asset 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 Q4	–	Sell	-5,592	Closed	-$284K	–	371
2025 Q3	$284K	Hold	5,592	–	–	0.08%	298
2025 Q2	$283K	Buy	5,592 +1	+0%	+$51	0.09%	267
2025 Q1	$283K	Hold	5,591	–	–	0.1%	253
2024 Q4	$282K	Sell	5,591 -7,043	-56%	-$356K	0.09%	239
2024 Q3	$641K	Buy	12,634 +1	+0%	+$51	0.23%	132
2024 Q2	$638K	Buy	+12,633	New	+$636K	0.24%	117

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empirical Asset Management's JPST Position: Q4 2025 in Review

Empirical Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 5,592 shares — an estimated $284K sold.

Empirical Asset Management first reported a position in JPST in Q2 2024 and held it in 6 quarters. The position peaked at $641K in Q3 2024. 1,202 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Empirical Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Empirical Asset Management sold 5,592 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $284K.
Empirical Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and held it in 6 quarters.
Empirical Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $641K in Q3 2024.
1,202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Empirical Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.