Lion Street Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lion Street Advisors’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	-8,935	Closed	-$453K	–	302
2025 Q2	$453K	Buy	8,935 +2,602	+41%	+$131K	0.14%	160
2025 Q1	$321K	Buy	+6,333	New	+$320K	0.1%	194
2024 Q3	–	Sell	-5,405	Closed	-$273K	–	269
2024 Q2	$273K	Buy	5,405 +400	+8%	+$20.1K	0.1%	206
2024 Q1	$251K	Hold	5,005	–	–	0.1%	209
2023 Q4	$251K	Buy	5,005 +805	+19%	+$40.4K	0.1%	209
2023 Q3	$211K	Buy	+4,200	New	+$210K	0.07%	233
2023 Q2	–	Sell	-19,500	Closed	-$981K	–	270
2023 Q1	$981K	Buy	+19,500	New	+$980K	0.3%	55

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

Lion Street Advisors's JPST Position: Q3 2025 in Review

Lion Street Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 8,935 shares — an estimated $453K sold.

Lion Street Advisors first reported a position in JPST in Q1 2023 and held it in 7 quarters. The position peaked at $981K in Q1 2023. 1,119 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Lion Street Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 8,935 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $453K.
Lion Street Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 7 quarters.
Lion Street Advisors's JPMorgan Ultra-Short Income ETF position peaked at $981K in Q1 2023.
1,119 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.