Idaho Trust Bank’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Idaho Trust Bank’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	-7,056	Closed	-$358K	–	111
2025 Q2	$358K	Buy	7,056 +572	+9%	+$28.9K	0.13%	82
2025 Q1	$328K	Buy	+6,484	New	+$328K	0.13%	83

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

Idaho Trust Bank's JPST Position: Q3 2025 in Review

Idaho Trust Bank sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 7,056 shares — an estimated $358K sold.

Idaho Trust Bank first reported a position in JPST in Q1 2025 and held it in 2 quarters. The position peaked at $358K in Q2 2025. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Idaho Trust Bank reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
Idaho Trust Bank sold 7,056 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $358K.
Idaho Trust Bank first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and held it in 2 quarters.
Idaho Trust Bank's JPMorgan Ultra-Short Income ETF position peaked at $358K in Q2 2025.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Idaho Trust Bank's 13F filing for Q3 2025, filed 14 Nov 2025.