Heartwood Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Heartwood Wealth 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 Q4	–	Sell	-2,383	Closed	-$121K	–	412
2025 Q3	$121K	Buy	+2,383	New	+$121K	0.01%	238
2022 Q4	–	Sell	-7,575	Closed	-$380K	–	129
2022 Q3	$380K	Buy	7,575 +785	+12%	+$39.4K	0.07%	80
2022 Q2	$340K	Hold	6,790	–	–	0.06%	91
2022 Q1	$341K	Sell	6,790 -927	-12%	-$46.7K	0.05%	94
2021 Q4	$390K	Sell	7,717 -395	-5%	-$20K	0.06%	75
2021 Q3	$411K	Sell	8,112 -986	-11%	-$50K	0.06%	68
2021 Q2	$462K	Sell	9,098 -3,010	-25%	-$153K	0.07%	63
2021 Q1	$615K	Buy	12,108 +4,923	+69%	+$250K	0.1%	50
2020 Q4	$365K	Sell	7,185 -966	-12%	-$49.1K	0.06%	62
2020 Q3	$414K	Buy	+8,151	New	+$414K	0.08%	54
2020 Q1	–	Sell	-7,829	Closed	-$395K	–	75
2019 Q4	$395K	Buy	+7,829	New	+$395K	0.08%	60

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Heartwood Wealth Advisors's JPST Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 2,383 shares — an estimated $121K sold.

Heartwood Wealth Advisors first reported a position in JPST in Q4 2019 and held it in 11 quarters. The position peaked at $615K in Q1 2021. 1,202 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Heartwood Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 2,383 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $121K.
Heartwood Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 11 quarters.
Heartwood Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $615K in Q1 2021.
1,202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.