Future Financial Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Future Financial Wealth 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	-5,000	Closed	-$253K	–	469
2025 Q2	$253K	Sell	5,000 -40,418	-89%	-$2.04M	0.17%	98
2025 Q1	$2.3M	Buy	45,418 +3,540	+8%	+$179K	1.69%	12
2024 Q4	$2.11M	Buy	41,878 +1,566	+4%	+$79.1K	1.54%	16
2024 Q3	$2.05M	Buy	40,312 +12,711	+46%	+$642K	1.46%	15
2024 Q2	$1.39M	Sell	27,601 -216	-0.8%	-$10.9K	1.22%	22
2024 Q1	$1.4M	Buy	27,817 +1,689	+6%	+$85K	1.08%	22
2023 Q4	$1.31M	Buy	26,128 +1,289	+5%	+$64.7K	1.3%	23
2023 Q3	$1.25M	Buy	24,839 +1,338	+6%	+$67K	1.38%	22
2023 Q2	$1.18M	Buy	+23,501	New	+$1.18M	1.24%	27

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

Future Financial Wealth Management's JPST Position: Q3 2025 in Review

Future Financial Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 5,000 shares — an estimated $253K sold.

Future Financial Wealth Management first reported a position in JPST in Q2 2023 and held it in 9 quarters. The position peaked at $2.3M in Q1 2025. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Future Financial Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
Future Financial Wealth Management sold 5,000 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $253K.
Future Financial Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and held it in 9 quarters.
Future Financial Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.3M in Q1 2025.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Future Financial Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.