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Financial Gravity Companies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Financial Gravity Companies’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
Q2 		$9.53K Buy
+188
New +$9.5K ﹤0.01% 593
2024
Q4 		$9.47K Hold
188
– – ﹤0.01% 572
2024
Q3 		$9.54K Buy
+188
New +$9.5K ﹤0.01% 361

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Companies's JPST Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025: 188 shares worth $9.53K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JPST as recently as Q4 2024.

Financial Gravity Companies first reported a position in JPST in Q3 2024 and has held it in 3 quarters since. The position peaked at $9.54K in Q3 2024. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Financial Gravity Companies held 188 shares of JPMorgan Ultra-Short Income ETF worth $9.53K as of Q2 2025.
  • JPMorgan Ultra-Short Income ETF was a new Financial Gravity Companies position in Q2 2025.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #593 holding.
  • Financial Gravity Companies first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's JPMorgan Ultra-Short Income ETF position peaked at $9.54K in Q3 2024.
  • 1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.