Fulcrum Equity Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Fulcrum Equity 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 Q2	–	Sell	-14,456	Closed	-$732K	–	116
2025 Q1	$732K	Buy	+14,456	New	+$730K	0.8%	36
2024 Q4	–	Sell	-20,256	Closed	-$1.03M	–	133
2024 Q3	$1.03M	Sell	20,256 -14,246	-41%	-$720K	0.87%	37
2024 Q2	$1.74M	Buy	+34,502	New	+$1.74M	1.56%	8
2023 Q4	–	Sell	-76,864	Closed	-$3.86M	–	103
2023 Q3	$3.86M	Buy	+76,864	New	+$3.85M	4.52%	4
2023 Q2	–	Sell	-102,540	Closed	-$5.16M	–	100
2023 Q1	$5.16M	Sell	102,540 -93,569	-48%	-$4.7M	4.84%	2
2022 Q4	$9.83M	Buy	196,109 +96,900	+98%	+$4.86M	8.05%	2
2022 Q3	$4.98M	Sell	99,209 -48,519	-33%	-$2.43M	4.21%	3
2022 Q2	$7.4M	Buy	+147,728	New	+$7.41M	5.97%	3

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Fulcrum Equity Management's JPST Position: Q2 2025 in Review

Fulcrum Equity Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 14,456 shares — an estimated $732K sold.

Fulcrum Equity Management first reported a position in JPST in Q2 2022 and held it in 8 quarters. The position peaked at $9.83M in Q4 2022. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Fulcrum Equity Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
Fulcrum Equity Management sold 14,456 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $732K.
Fulcrum Equity Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 8 quarters.
Fulcrum Equity Management's JPMorgan Ultra-Short Income ETF position peaked at $9.83M in Q4 2022.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.