Harvest Investment Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Harvest Investment Services’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 Q1	–	Sell	-4,343	Closed	-$219K	–	319
2024 Q4	$219K	Sell	4,343 -469	-10%	-$23.7K	0.05%	253
2024 Q3	$244K	Sell	4,812 -70	-1%	-$3.54K	0.08%	196
2024 Q2	$246K	Buy	4,882 +692	+17%	+$34.8K	0.1%	165
2024 Q1	$211K	Buy	+4,190	New	+$211K	0.08%	157

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Harvest Investment Services's JPST Position: Q1 2025 in Review

Harvest Investment Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 4,343 shares — an estimated $219K sold.

Harvest Investment Services first reported a position in JPST in Q1 2024 and held it in 4 quarters. The position peaked at $246K in Q2 2024. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Harvest Investment Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
Harvest Investment Services sold 4,343 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $219K.
Harvest Investment Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and held it in 4 quarters.
Harvest Investment Services's JPMorgan Ultra-Short Income ETF position peaked at $246K in Q2 2024.
1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.