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Intelligence Driven Advisers’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Intelligence Driven Advisers’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
-4,014
Closed -$204K – 141
2025
Q3 		$204K Sell
4,014
-236
-6% -$11.9K 0.03% 119
2025
Q2 		$215K Sell
4,250
-16,008
-79% -$809K 0.03% 111
2025
Q1 		$1.03M Buy
20,258
+1,430
+8% +$72.2K 0.2% 40
2024
Q4 		$948K Hold
18,828
– – 0.18% 40
2024
Q3 		$955K Sell
18,828
-1,205
-6% -$60.9K 0.14% 44
2024
Q2 		$1.01M Buy
20,033
+2,300
+13% +$116K 0.14% 44
2024
Q1 		$895K Buy
17,733
+520
+3% +$26.2K 0.13% 43
2023
Q4 		$869K Sell
17,213
-3,823
-18% -$192K 0.14% 38
2023
Q3 		$1.05M Sell
21,036
-5,955
-22% -$298K 0.19% 30
2023
Q2 		$1.35M Sell
26,991
-831
-3% -$41.7K 0.24% 36
2023
Q1 		$1.4M Sell
27,822
-9,532
-26% -$479K 0.25% 39
2022
Q4 		$1.87M Sell
37,354
-18,552
-33% -$930K 0.34% 37
2022
Q3 		$2.8M Sell
55,906
-12,119
-18% -$607K 0.56% 40
2022
Q2 		$3.4M Buy
68,025
+18,145
+36% +$910K 0.67% 36
2022
Q1 		$2.51M Sell
49,880
-7,024
-12% -$354K 0.46% 42
2021
Q4 		$2.87M Sell
56,904
-33,257
-37% -$1.68M 0.53% 38
2021
Q3 		$4.57M Sell
90,161
-52,043
-37% -$2.64M 1.03% 21
2021
Q2 		$7.21M Sell
142,204
-71,116
-33% -$3.61M 1.4% 21
2021
Q1 		$10.8M Buy
213,320
+108,718
+104% +$5.52M 2.43% 16
2020
Q4 		$5.31M Sell
104,602
-619,071
-86% -$31.4M 1.19% 23
2020
Q3 		$36.8M Buy
723,673
+709,757
+5,100% +$36.1M 8.62% 2
2020
Q2 		$706K Buy
+13,916
New +$701K 0.25% 49

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Intelligence Driven Advisers's JPST Position: Q4 2025 in Review

Intelligence Driven Advisers sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 4,014 shares — an estimated $204K sold.

Intelligence Driven Advisers first reported a position in JPST in Q2 2020 and held it in 22 quarters. The position peaked at $36.8M in Q3 2020. 1,202 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

  • Intelligence Driven Advisers reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Intelligence Driven Advisers sold 4,014 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $204K.
  • Intelligence Driven Advisers first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 22 quarters.
  • Intelligence Driven Advisers's JPMorgan Ultra-Short Income ETF position peaked at $36.8M in Q3 2020.
  • 1,202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Intelligence Driven Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.