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

Freedom 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
-23,746
Closed -$1.2M – 428
2025
Q2 		$1.2M Sell
23,746
-96,479
-80% -$4.87M 0.1% 199
2025
Q1 		$6.09M Buy
120,225
+95,149
+379% +$4.81M 0.51% 41
2024
Q4 		$1.26M Sell
25,076
-72,746
-74% -$3.67M 0.11% 178
2024
Q3 		$4.96M Sell
97,822
-40,848
-29% -$2.06M 0.4% 47
2024
Q2 		$7M Buy
138,670
+103,027
+289% +$5.19M 0.57% 34
2024
Q1 		$1.8M Sell
35,643
-547
-2% -$27.5K 0.14% 136
2023
Q4 		$1.82M Sell
36,190
-60,838
-63% -$3.05M 0.15% 129
2023
Q3 		$4.87M Buy
97,028
+91,674
+1,712% +$4.59M 0.6% 28
2023
Q2 		$268K Sell
5,354
-165,648
-97% -$8.31M 0.03% 576
2023
Q1 		$8.6M Buy
171,002
+122,744
+254% +$6.17M 0.97% 8
2022
Q4 		$2.42M Sell
48,258
-11,540
-19% -$578K 0.27% 89
2022
Q3 		$3M Buy
59,798
+43,745
+273% +$2.19M 0.35% 62
2022
Q2 		$804K Buy
16,053
+1,149
+8% +$57.6K 0.09% 304
2022
Q1 		$749K Sell
14,904
-6,949
-32% -$350K 0.07% 361
2021
Q4 		$1.1M Buy
21,853
+2,595
+13% +$131K 0.08% 313
2021
Q3 		$977K Sell
19,258
-2,436
-11% -$124K 0.07% 324
2021
Q2 		$1.1M Buy
21,694
+5,187
+31% +$263K 0.08% 299
2021
Q1 		$838K Buy
+16,507
New +$838K 0.07% 356

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's JPST Position: Q3 2025 in Review

Freedom Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 23,746 shares — an estimated $1.2M sold.

Freedom Investment Management first reported a position in JPST in Q1 2021 and held it in 18 quarters. The position peaked at $8.6M in Q1 2023. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • Freedom Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 23,746 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $1.2M.
  • Freedom Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $8.6M in Q1 2023.
  • 1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.