Howe & Rusling’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Howe & Rusling’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	-524	Closed	-$26.4K	–	452
2024 Q4	$26.4K	Buy	+524	New	+$26.5K	﹤0.01%	338
2022 Q3	–	Sell	-207	Closed	-$10K	–	1129
2022 Q2	$10K	Buy	+207	New	+$10.4K	﹤0.01%	541
2021 Q3	–	Sell	-84	Closed	-$4K	–	1007
2021 Q2	$4K	Buy	+84	New	+$4.26K	﹤0.01%	678

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

Howe & Rusling's JPST Position: Q1 2025 in Review

Howe & Rusling sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 524 shares — an estimated $26.4K sold.

Howe & Rusling first reported a position in JPST in Q2 2021 and held it in 3 quarters. The position peaked at $26.4K in Q4 2024. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Howe & Rusling reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
Howe & Rusling sold 524 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $26.4K.
Howe & Rusling first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and held it in 3 quarters.
Howe & Rusling's JPMorgan Ultra-Short Income ETF position peaked at $26.4K in Q4 2024.
1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.