Laurel Wealth Advisors (North Carolina)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-251	Closed	-$12.7K	–	447
2025 Q1	$12.7K	Hold	251	–	–	﹤0.01%	455
2024 Q4	$12.6K	Buy	+251	New	+$12.7K	﹤0.01%	463
2024 Q2	–	Sell	-392	Closed	-$19.8K	–	670
2024 Q1	$19.8K	Sell	392 -87	-18%	-$4.38K	﹤0.01%	380
2023 Q4	$24.1K	Hold	479	–	–	﹤0.01%	345
2023 Q3	$24K	Hold	479	–	–	0.01%	346
2023 Q2	$24K	Hold	479	–	–	﹤0.01%	351
2023 Q1	$24.1K	Buy	+479	New	+$24.1K	0.01%	345
2020 Q1	–	Sell	-816	Closed	-$41K	–	541
2019 Q4	$41K	Buy	+816	New	+$41.2K	0.01%	259

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

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

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

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

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

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

Laurel Wealth Advisors (North Carolina)'s JPST Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 251 shares — an estimated $12.7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in JPST in Q4 2019 and held it in 8 quarters. The position peaked at $41K in Q4 2019. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 251 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $12.7K.
Laurel Wealth Advisors (North Carolina) first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 8 quarters.
Laurel Wealth Advisors (North Carolina)'s JPMorgan Ultra-Short Income ETF position peaked at $41K in Q4 2019.
1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.