Hickory Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hickory Asset Management’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	$232K	Sell	4,585 -1,300	-22%	-$65.7K	0.19%	85
2025 Q1	$298K	Sell	5,885 -940	-14%	-$47.5K	0.26%	73
2024 Q4	$344K	Buy	+6,825	New	+$345K	0.29%	70

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

Hickory Asset Management's JPST Position: Q2 2025 in Review

Hickory Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 22% in Q2 2025, selling an estimated $65.7K and leaving 4,585 shares worth $232K. The position accounts for 0.19% of the portfolio, ranked #85.

Hickory Asset Management first reported a position in JPST in Q4 2024 and has held it in 3 quarters since. The position peaked at $344K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Hickory Asset Management held 4,585 shares of JPMorgan Ultra-Short Income ETF worth $232K as of Q2 2025.
Hickory Asset Management sold 1,300 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $65.7K.
JPMorgan Ultra-Short Income ETF made up 0.19% of Hickory Asset Management's portfolio in Q2 2025, its #85 holding.
Hickory Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 3 quarters since.
Hickory Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $344K in Q4 2024.
1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.