Glass Jacobson Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Glass Jacobson Investment Advisors’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	-1,080	Closed	-$54.4K	–	695
2025 Q1	$54.4K	Hold	1,080	–	–	0.02%	363
2024 Q4	$54.4K	Hold	1,080	–	–	0.02%	363
2024 Q3	$54.8K	Sell	1,080 -200	-16%	-$10.1K	0.02%	348
2024 Q2	$64.6K	Hold	1,280	–	–	0.02%	313
2024 Q1	$64.6K	Hold	1,280	–	–	0.02%	320
2023 Q4	$64.3K	Hold	1,280	–	–	0.03%	307
2023 Q3	$64.2K	Hold	1,280	–	–	0.03%	306
2023 Q2	$64.2K	Buy	+1,280	New	+$64.2K	0.03%	307
2022 Q4	$114K	Buy	+2,270	New	+$114K	0.06%	252

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

Glass Jacobson Investment Advisors's JPST Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 1,080 shares — an estimated $54.4K sold.

Glass Jacobson Investment Advisors first reported a position in JPST in Q4 2022 and held it in 9 quarters. The position peaked at $114K in Q4 2022. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 1,080 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $54.4K.
Glass Jacobson Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $114K in Q4 2022.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.