Kathleen S. Wright Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Kathleen S. Wright Associates’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	$472K	Sell	9,297 -514	-5%	-$26K	0.17%	79
2025 Q2	$497K	Buy	9,811 +220	+2%	+$11.1K	0.19%	74
2025 Q1	$486K	Sell	9,591 -314	-3%	-$15.9K	0.2%	77
2024 Q4	$499K	Buy	9,905 +365	+4%	+$18.4K	0.21%	77
2024 Q3	$484K	Buy	9,540 +27	+0.3%	+$1.36K	0.2%	74
2024 Q2	$480K	Buy	9,513 +206	+2%	+$10.4K	0.22%	73
2024 Q1	$470K	Buy	9,307 +226	+2%	+$11.4K	0.22%	75
2023 Q4	$456K	Sell	9,081 -314	-3%	-$15.8K	0.23%	74
2023 Q3	$471K	Buy	9,395 +162	+2%	+$8.12K	0.26%	69
2023 Q2	$463K	Sell	9,233 -143	-2%	-$7.18K	0.3%	63
2023 Q1	$472K	Buy	9,376 +2,015	+27%	+$101K	0.31%	63
2022 Q4	$369K	Sell	7,361 -300	-4%	-$15K	0.25%	72
2022 Q3	$384K	Sell	7,661 -392	-5%	-$19.6K	0.31%	69
2022 Q2	$403K	Sell	8,053 -12	-0.1%	-$602	0.34%	65
2022 Q1	$405K	Sell	8,065 -910	-10%	-$45.8K	0.3%	63
2021 Q4	$453K	Buy	+8,975	New	+$454K	0.33%	63

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

Kathleen S. Wright Associates's JPST Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.2% in Q3 2025, selling an estimated $26K and leaving 9,297 shares worth $472K. The position accounts for 0.17% of the portfolio, ranked #79.

Kathleen S. Wright Associates first reported a position in JPST in Q4 2021 and has held it in 16 quarters since. The position peaked at $499K in Q4 2024. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Kathleen S. Wright Associates held 9,297 shares of JPMorgan Ultra-Short Income ETF worth $472K as of Q3 2025.
Kathleen S. Wright Associates sold 514 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $26K.
JPMorgan Ultra-Short Income ETF made up 0.17% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #79 holding.
Kathleen S. Wright Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's JPMorgan Ultra-Short Income ETF position peaked at $499K in Q4 2024.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.