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Gimbal Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Gimbal Financial’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 		$399K Hold
7,862
– – 0.24% 31
2025
Q2 		$398K Buy
+7,862
New +$397K 0.24% 29

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 $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gimbal Financial's JPST Position: Q3 2025 in Review

Gimbal Financial held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2025 at 7,862 shares worth $399K. The position accounts for 0.24% of the portfolio, ranked #31.

Gimbal Financial first reported a position in JPST in Q2 2025 and has held it in 2 quarters since. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • Gimbal Financial held 7,862 shares of JPMorgan Ultra-Short Income ETF worth $399K as of Q3 2025.
  • Gimbal Financial left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2025.
  • JPMorgan Ultra-Short Income ETF made up 0.24% of Gimbal Financial's portfolio in Q3 2025, its #31 holding.
  • Gimbal Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.