Global Assets Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Global Assets Advisory’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	-4,543	Closed	-$229K	–	264
2025 Q1	$229K	Buy	+4,543	New	+$229K	0.04%	241
2023 Q4	–	Sell	-5,291	Closed	-$266K	–	90
2023 Q3	$266K	Buy	+5,291	New	+$265K	0.23%	102
2023 Q1	–	Sell	-14,989	Closed	-$751K	–	143
2022 Q4	$751K	Buy	14,989 +5,181	+53%	+$260K	0.79%	33
2022 Q3	$491K	Buy	+9,808	New	+$492K	0.5%	59

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Assets Advisory's JPST Position: Q2 2025 in Review

Global Assets Advisory sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 4,543 shares — an estimated $229K sold.

Global Assets Advisory first reported a position in JPST in Q3 2022 and held it in 4 quarters. The position peaked at $751K in Q4 2022. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Global Assets Advisory reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
Global Assets Advisory sold 4,543 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $229K.
Global Assets Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and held it in 4 quarters.
Global Assets Advisory's JPMorgan Ultra-Short Income ETF position peaked at $751K in Q4 2022.
1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Global Assets Advisory's 13F filing for Q2 2025, filed 22 Jul 2025.