FullCircle Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

FullCircle Wealth’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	$224K	Hold	4,419	–	–	0.08%	250
2025 Q2	$223K	Sell	4,419 -25,813	-85%	-$1.3M	0.08%	241
2025 Q1	$1.53M	Buy	30,232 +25,813	+584%	+$1.3M	0.63%	47
2024 Q4	$223K	Sell	4,419 -68	-2%	-$3.43K	0.09%	181
2024 Q3	$227K	Hold	4,487	–	–	0.1%	166
2024 Q2	$227K	Buy	+4,487	New	+$226K	0.11%	148

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

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 $15.5B AUM 18.35% 1-Year Est. Return

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

FullCircle Wealth's JPST Position: Q3 2025 in Review

FullCircle Wealth held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2025 at 4,419 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #250.

FullCircle Wealth first reported a position in JPST in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q1 2025. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

FullCircle Wealth held 4,419 shares of JPMorgan Ultra-Short Income ETF worth $224K as of Q3 2025.
FullCircle Wealth left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2025.
JPMorgan Ultra-Short Income ETF made up 0.08% of FullCircle Wealth's portfolio in Q3 2025, its #250 holding.
FullCircle Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 6 quarters since.
FullCircle Wealth's JPMorgan Ultra-Short Income ETF position peaked at $1.53M in Q1 2025.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.