Hudson Valley Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hudson Valley Investment 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 Q3	–	Sell	-9,864	Closed	-$500K	–	178
2025 Q2	$500K	Buy	+9,864	New	+$498K	0.05%	121

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudson Valley Investment Advisors's JPST Position: Q3 2025 in Review

Hudson Valley Investment Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 9,864 shares — an estimated $500K sold.

Hudson Valley Investment Advisors first reported a position in JPST in Q2 2025 and held it in 1 quarter. The position peaked at $500K in Q2 2025. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Hudson Valley Investment Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
Hudson Valley Investment Advisors sold 9,864 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $500K.
Hudson Valley Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and held it in 1 quarter.
Hudson Valley Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $500K in Q2 2025.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.