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

Lokken 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	$5.53M	Buy	108,914 +12,015	+12%	+$608K	1.9%	15
2025 Q2	$4.91M	Sell	96,899 -397	-0.4%	-$20.1K	1.89%	14
2025 Q1	$4.93M	Buy	97,296 +3,357	+4%	+$170K	2.08%	13
2024 Q4	$4.73M	Sell	93,939 -5,455	-5%	-$275K	2.04%	15
2024 Q3	$5.04M	Buy	99,394 +4,741	+5%	+$240K	2.1%	13
2024 Q2	$4.78M	Buy	+94,653	New	+$4.77M	2.25%	13

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

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

Lokken Investment Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q3 2025, buying an estimated $608K and bringing the position to 108,914 shares worth $5.53M. The position accounts for 1.9% of the portfolio, ranked #15.

Lokken Investment Group first reported a position in JPST in Q2 2024 and has held it in 6 quarters since. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Lokken Investment Group held 108,914 shares of JPMorgan Ultra-Short Income ETF worth $5.53M as of Q3 2025.
Lokken Investment Group bought 12,015 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $608K.
JPMorgan Ultra-Short Income ETF made up 1.9% of Lokken Investment Group's portfolio in Q3 2025, its #15 holding.
Lokken Investment Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 6 quarters since.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.