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Journey Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Journey Advisory Group’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
-4,265
Closed -$215K – 282
2024
Q4 		$215K Hold
4,265
– – 0.03% 219
2024
Q3 		$215K Sell
4,265
-158
-4% -$7.98K 0.03% 219
2024
Q2 		$223K Sell
4,423
-8,240
-65% -$415K 0.03% 215
2024
Q1 		$639K Sell
12,663
-182,327
-94% -$9.18M 0.08% 140
2023
Q4 		$9.8M Buy
194,990
+17,718
+10% +$889K 1.33% 21
2023
Q3 		$8.9M Buy
177,272
+33,913
+24% +$1.7M 1.33% 22
2023
Q2 		$7.19M Buy
143,359
+41,799
+41% +$2.1M 1.07% 25
2023
Q1 		$5.11M Buy
101,560
+18,014
+22% +$905K 0.8% 32
2022
Q4 		$4.19M Sell
83,546
-223,801
-73% -$11.2M 1.04% 24
2022
Q3 		$15.4M Sell
307,347
-8,248
-3% -$413K 3.93% 4
2022
Q2 		$15.8M Buy
315,595
+18,726
+6% +$939K 3.63% 5
2022
Q1 		$14.9M Buy
296,869
+80,916
+37% +$4.08M 3.78% 4
2021
Q4 		$10.9M Buy
215,953
+12,417
+6% +$628K 3.01% 5
2021
Q3 		$10.3M Buy
203,536
+20,025
+11% +$1.02M 3.34% 4
2021
Q2 		$9.31M Buy
183,511
+21,198
+13% +$1.08M 2.96% 5
2021
Q1 		$8.24M Buy
162,313
+11,229
+7% +$570K 2.88% 5
2020
Q4 		$7.67M Buy
+151,084
New +$7.67M 2.87% 4

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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

Journey Advisory Group's JPST Position: Q1 2025 in Review

Journey Advisory Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 4,265 shares — an estimated $215K sold.

Journey Advisory Group first reported a position in JPST in Q4 2020 and held it in 17 quarters. The position peaked at $15.8M in Q2 2022. 1,098 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Journey Advisory Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Journey Advisory Group sold 4,265 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $215K.
  • Journey Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 17 quarters.
  • Journey Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $15.8M in Q2 2022.
  • 1,098 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.