Iron Horse Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Iron Horse Wealth 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	$35M	Buy	690,854 +36,892	+6%	+$1.86M	10.33%	2
2025 Q1	$33.1M	Buy	653,962 +650,096	+16,816%	+$32.8M	10.63%	2
2024 Q4	$195K	Buy	3,866 +783	+25%	+$39.5K	0.07%	55
2024 Q3	$156K	Sell	3,083 -305	-9%	-$15.4K	0.05%	54
2024 Q2	$171K	Sell	3,388 -121	-3%	-$6.09K	0.07%	48
2024 Q1	$177K	Sell	3,509 -2,313	-40%	-$116K	0.07%	44
2023 Q4	$292K	Sell	5,822 -1,137	-16%	-$57.1K	0.13%	29
2023 Q3	$349K	Sell	6,959 -3,654	-34%	-$183K	0.17%	28
2023 Q2	$532K	Sell	10,613 -105,238	-91%	-$5.28M	0.26%	23
2023 Q1	$5.83M	Buy	115,851 +7,388	+7%	+$371K	2.91%	16
2022 Q4	$5.44M	Buy	108,463 +66,196	+157%	+$3.32M	2.94%	16
2022 Q3	$2.12M	Sell	42,267 -73,203	-63%	-$3.67M	3.06%	15
2022 Q2	$5.78M	Buy	115,470 +4,755	+4%	+$239K	3.29%	16
2022 Q1	$5.57M	Buy	110,715 +6,838	+7%	+$344K	3.05%	16
2021 Q4	$5.24M	Buy	103,877 +8,101	+8%	+$410K	2.95%	16
2021 Q3	$4.86M	Buy	95,776 +7,663	+9%	+$389K	3.01%	15
2021 Q2	$4.47M	Buy	88,113 +29,927	+51%	+$1.52M	2.95%	16
2021 Q1	$2.95M	Sell	58,186 -948	-2%	-$48.1K	2.21%	15
2020 Q4	$3M	Buy	+59,134	New	+$3M	2.4%	14

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Iron Horse Wealth Management's JPST Position: Q2 2025 in Review

Iron Horse Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.6% in Q2 2025, buying an estimated $1.86M and bringing the position to 690,854 shares worth $35M. The position accounts for 10.33% of the portfolio, ranked #2.

Iron Horse Wealth Management first reported a position in JPST in Q4 2020 and has held it in 19 quarters since. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Iron Horse Wealth Management held 690,854 shares of JPMorgan Ultra-Short Income ETF worth $35M as of Q2 2025.
Iron Horse Wealth Management bought 36,892 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $1.86M.
JPMorgan Ultra-Short Income ETF made up 10.33% of Iron Horse Wealth Management's portfolio in Q2 2025, its #2 holding.
Iron Horse Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 19 quarters since.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.