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

Evanson 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	-23,051	Closed	-$1.17M	–	331
2025 Q3	$1.17M	Buy	23,051 +663	+3%	+$33.6K	0.07%	125
2025 Q2	$1.13M	Buy	22,388 +11,437	+104%	+$578K	0.07%	123
2025 Q1	$554K	Buy	10,951 +951	+10%	+$48K	0.04%	169
2024 Q4	$504K	Sell	10,000 -5,000	-33%	-$253K	0.03%	175
2024 Q3	$761K	Hold	15,000	–	–	0.05%	136
2024 Q2	$757K	Hold	15,000	–	–	0.06%	135
2024 Q1	$757K	Sell	15,000 -22,912	-60%	-$1.15M	0.06%	140
2023 Q4	$1.9M	Buy	37,912 +20,000	+112%	+$1M	0.15%	71
2023 Q3	$899K	Buy	17,912 +12,900	+257%	+$646K	0.08%	104
2023 Q2	$251K	Hold	5,012	–	–	0.02%	244
2023 Q1	$252K	Buy	5,012 +1	+0%	+$50	0.03%	233
2022 Q4	$251K	Hold	5,011	–	–	0.03%	225
2022 Q3	$251K	Hold	5,011	–	–	0.03%	223
2022 Q2	$251K	Hold	5,011	–	–	0.03%	226
2022 Q1	$252K	Hold	5,011	–	–	0.02%	245
2021 Q4	$253K	Buy	+5,011	New	+$253K	0.02%	253

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Evanson Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 23,051 shares — an estimated $1.17M sold.

Evanson Asset Management first reported a position in JPST in Q4 2021 and held it in 16 quarters. The position peaked at $1.9M in Q4 2023. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Evanson Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Evanson Asset Management sold 23,051 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $1.17M.
Evanson Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 16 quarters.
Evanson Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $1.9M in Q4 2023.
1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Evanson Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.