Financial Advocates Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-32,063	Closed	-$1.62M	–	343
2025 Q2	$1.62M	Sell	32,063 -8,028	-20%	-$406K	0.13%	154
2025 Q1	$2.03M	Buy	40,091 +1,235	+3%	+$62.4K	0.14%	164
2024 Q4	$1.96M	Sell	38,856 -9,989	-20%	-$504K	0.11%	185
2024 Q3	$2.48M	Sell	48,845 -2,419	-5%	-$122K	0.14%	158
2024 Q2	$2.59M	Sell	51,264 -31,126	-38%	-$1.57M	0.16%	144
2024 Q1	$4.08M	Sell	82,390 -7,628	-8%	-$384K	0.24%	99
2023 Q4	$4.52M	Sell	90,018 -47,291	-34%	-$2.37M	0.3%	78
2023 Q3	$6.89M	Sell	137,309 -23,454	-15%	-$1.18M	0.5%	45
2023 Q2	$8.06M	Sell	160,763 -105,009	-40%	-$5.27M	0.58%	32
2023 Q1	$13.4M	Buy	265,772 +33,462	+14%	+$1.68M	0.96%	17
2022 Q4	$11.6M	Buy	232,310 +171,762	+284%	+$8.61M	0.87%	17
2022 Q3	$3.4M	Sell	60,548 -1,021	-2%	-$51.2K	0.28%	95
2022 Q2	$3.08M	Buy	61,569 +15,374	+33%	+$771K	0.25%	98
2022 Q1	$2.32M	Buy	46,195 +25,308	+121%	+$1.27M	0.15%	159
2021 Q4	$1.06M	Sell	20,887 -11,300	-35%	-$572K	0.07%	310
2021 Q3	$1.63M	Sell	32,187 -5,288	-14%	-$268K	0.11%	223
2021 Q2	$1.9M	Sell	37,475 -17,421	-32%	-$884K	0.13%	195
2021 Q1	$2.78M	Sell	54,896 -53,788	-49%	-$2.73M	0.2%	118
2020 Q4	$5.52M	Buy	108,684 +17,650	+19%	+$896K	0.38%	60
2020 Q3	$4.62M	Buy	91,034 +12,651	+16%	+$643K	0.39%	55
2020 Q2	$3.98M	Sell	78,383 -19,494	-20%	-$982K	0.38%	59
2020 Q1	$4.86M	Sell	97,877 -1,183	-1%	-$59.5K	0.69%	28
2019 Q4	$5M	Buy	99,060 +3,333	+3%	+$168K	0.53%	41
2019 Q3	$4.83M	Sell	95,727 -22,562	-19%	-$1.14M	0.55%	43
2019 Q2	$5.96M	Buy	118,289 +25,050	+27%	+$1.26M	0.69%	27
2019 Q1	$4.69M	Buy	93,239 +50,509	+118%	+$2.54M	0.58%	43
2018 Q4	$2.14M	Sell	42,730 -983	-2%	-$49.3K	0.29%	98
2018 Q3	$2.19M	Buy	43,713 +11,969	+38%	+$601K	0.24%	100
2018 Q2	$1.59M	Buy	+31,744	New	+$1.59M	0.19%	118

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 $445B AUM 25.58% 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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's JPST Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 32,063 shares — an estimated $1.62M sold.

Financial Advocates Investment Management first reported a position in JPST in Q2 2018 and held it in 29 quarters. The position peaked at $13.4M in Q1 2023. 1,117 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Financial Advocates Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 32,063 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $1.62M.
Financial Advocates Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and held it in 29 quarters.
Financial Advocates Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $13.4M in Q1 2023.
1,117 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.