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

Frontier 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
2024 Q4	–	Sell	-69,967	Closed	-$3.55M	–	76
2024 Q3	$3.55M	Sell	69,967 -22,952	-25%	-$1.16M	1.18%	24
2024 Q2	$4.69M	Sell	92,919 -291	-0.3%	-$14.7K	1.7%	16
2024 Q1	$4.7M	Buy	93,210 +17,397	+23%	+$876K	1.73%	17
2023 Q4	$3.81M	Buy	75,813 +5,777	+8%	+$290K	1.43%	20
2023 Q3	$3.51M	Buy	70,036 +31,405	+81%	+$1.57M	1.59%	19
2023 Q2	$1.94M	Buy	+38,631	New	+$1.94M	0.88%	23

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Frontier Asset Management's JPST Position: Q4 2024 in Review

Frontier Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 69,967 shares — an estimated $3.55M sold.

Frontier Asset Management first reported a position in JPST in Q2 2023 and held it in 6 quarters. The position peaked at $4.7M in Q1 2024. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Frontier Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Frontier Asset Management sold 69,967 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $3.55M.
Frontier Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and held it in 6 quarters.
Frontier Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $4.7M in Q1 2024.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Frontier Asset Management's 13F filing for Q4 2024, filed 7 Feb 2025.