Kennedy Investment Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Kennedy Investment 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 Q3	–	Sell	-4,034	Closed	-$204K	–	143
2025 Q2	$204K	Buy	4,034 +43	+1%	+$2.17K	0.09%	131
2025 Q1	$202K	Buy	+3,991	New	+$202K	0.09%	121
2024 Q2	–	Sell	-4,276	Closed	-$216K	–	122
2024 Q1	$216K	Sell	4,276 -135	-3%	-$6.8K	0.12%	113
2023 Q4	$222K	Buy	+4,411	New	+$221K	0.12%	111

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kennedy Investment Group's JPST Position: Q3 2025 in Review

Kennedy Investment Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 4,034 shares — an estimated $204K sold.

Kennedy Investment Group first reported a position in JPST in Q4 2023 and held it in 4 quarters. The position peaked at $222K in Q4 2023. 1,119 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Kennedy Investment Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
Kennedy Investment Group sold 4,034 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $204K.
Kennedy Investment Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 4 quarters.
Kennedy Investment Group's JPMorgan Ultra-Short Income ETF position peaked at $222K in Q4 2023.
1,119 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Kennedy Investment Group's 13F filing for Q3 2025, filed 28 Oct 2025.