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

Lowe Wealth 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 		$9.96M Sell
196,281
-4,665
-2% -$236K 3.63% 8
2025
Q2 		$10.2M Buy
200,946
+3,469
+2% +$175K 3.98% 8
2025
Q1 		$10M Sell
197,477
-1,867
-0.9% -$94.3K 4.25% 6
2024
Q4 		$10M Buy
199,344
+50
+0% +$2.52K 4.28% 6
2024
Q3 		$10.1M Sell
199,294
-3,731
-2% -$189K 4.36% 5
2024
Q2 		$10.2M Buy
203,025
+2,430
+1% +$122K 4.67% 5
2024
Q1 		$10.1M Buy
200,595
+2,489
+1% +$125K 4.71% 5
2023
Q4 		$9.95M Sell
198,106
-3,513
-2% -$176K 4.92% 5
2023
Q3 		$10.1M Sell
201,619
-1,329
-0.7% -$66.6K 5.38% 5
2023
Q2 		$10.2M Buy
202,948
+517
+0.3% +$25.9K 5.16% 5
2023
Q1 		$10.2M Sell
202,431
-1,820
-0.9% -$91.5K 5.48% 5
2022
Q4 		$10.2M Buy
204,251
+2,496
+1% +$125K 5.66% 5
2022
Q3 		$10.1M Buy
201,755
+7,441
+4% +$373K 5.96% 5
2022
Q2 		$9.73M Buy
194,314
+4,614
+2% +$231K 5.31% 7
2022
Q1 		$9.54M Buy
189,700
+2,367
+1% +$119K 4.31% 7
2021
Q4 		$9.46M Sell
187,333
-3,657
-2% -$185K 4.16% 7
2021
Q3 		$9.69M Buy
190,990
+3,658
+2% +$186K 4.59% 7
2021
Q2 		$9.51M Buy
187,332
+5,952
+3% +$302K 4.55% 7
2021
Q1 		$9.21M Buy
181,380
+5,288
+3% +$269K 4.63% 7
2020
Q4 		$8.94M Buy
176,092
+7,614
+5% +$387K 4.54% 7
2020
Q3 		$8.56M Buy
168,478
+17,061
+11% +$867K 4.75% 7
2020
Q2 		$7.68M Buy
151,417
+92,806
+158% +$4.67M 4.53% 7
2020
Q1 		$2.91M Buy
58,611
+2,033
+4% +$102K 2.05% 11
2019
Q4 		$2.85M Buy
56,578
+9,433
+20% +$476K 1.59% 14
2019
Q3 		$2.38M Buy
47,145
+3,267
+7% +$165K 1.42% 14
2019
Q2 		$2.21M Buy
43,878
+4,668
+12% +$235K 1.33% 15
2019
Q1 		$1.97M Buy
39,210
+1,876
+5% +$94.3K 1.19% 16
2018
Q4 		$1.87M Buy
37,334
+8,052
+27% +$404K 1.28% 14
2018
Q3 		$1.47M Buy
29,282
+6,546
+29% +$329K 0.87% 17
2018
Q2 		$1.14M Buy
22,736
+3,000
+15% +$150K 0.71% 17
2018
Q1 		$987K Buy
+19,736
New +$988K 0.62% 20

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lowe Wealth Advisors's JPST Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.3% in Q3 2025, selling an estimated $236K and leaving 196,281 shares worth $9.96M. The position accounts for 3.63% of the portfolio, ranked #8.

Lowe Wealth Advisors first reported a position in JPST in Q1 2018 and has held it in 31 quarters since. The position peaked at $10.2M in Q2 2024. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • Lowe Wealth Advisors held 196,281 shares of JPMorgan Ultra-Short Income ETF worth $9.96M as of Q3 2025.
  • Lowe Wealth Advisors sold 4,665 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $236K.
  • JPMorgan Ultra-Short Income ETF made up 3.63% of Lowe Wealth Advisors's portfolio in Q3 2025, its #8 holding.
  • Lowe Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2018 and has held it in 31 quarters since.
  • Lowe Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $10.2M in Q2 2024.
  • 1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.