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KWB Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

KWB Wealth’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 		– Sell
-5,648
Closed -$284K – 160
2025
Q1 		$284K Sell
5,648
-961
-15% -$48.5K 0.03% 128
2024
Q4 		$335K Sell
6,609
-1,744
-21% -$88.1K 0.04% 111
2024
Q3 		$422K Buy
8,353
+797
+11% +$40.3K 0.05% 88
2024
Q2 		$381K Hold
7,556
– – 0.05% 96
2024
Q1 		$381K Buy
7,556
+752
+11% +$37.9K 0.05% 96
2023
Q4 		$342K Sell
6,804
-2,576
-27% -$129K 0.05% 98
2023
Q3 		$470K Sell
9,380
-352
-4% -$17.6K 0.08% 74
2023
Q2 		$488K Buy
9,732
+1,612
+20% +$80.9K 0.08% 76
2023
Q1 		$407K Hold
8,120
– – 0.08% 85
2022
Q4 		$407K Buy
+8,120
New +$407K 0.08% 77

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWB Wealth's JPST Position: Q2 2025 in Review

KWB Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 5,648 shares — an estimated $284K sold.

KWB Wealth first reported a position in JPST in Q4 2022 and held it in 10 quarters. The position peaked at $488K in Q2 2023. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • KWB Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • KWB Wealth sold 5,648 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $284K.
  • KWB Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 10 quarters.
  • KWB Wealth's JPMorgan Ultra-Short Income ETF position peaked at $488K in Q2 2023.
  • 1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on KWB Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.