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Lord & Richards Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lord & Richards Wealth Management’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
-13,691
Closed -$693K – 111
2025
Q1 		$693K Buy
13,691
+4,170
+44% +$211K 0.79% 38
2024
Q4 		$480K Buy
+9,521
New +$481K 1.01% 38

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

Lord & Richards Wealth Management's JPST Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 13,691 shares — an estimated $693K sold.

Lord & Richards Wealth Management first reported a position in JPST in Q4 2024 and held it in 2 quarters. The position peaked at $693K in Q1 2025. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 13,691 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $693K.
  • Lord & Richards Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $693K in Q1 2025.
  • 1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.