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

LVW 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
Q4 		– Sell
-9,870
Closed -$501K – 353
2025
Q3 		$501K Sell
9,870
-3,496
-26% -$177K 0.05% 195
2025
Q2 		$677K Buy
+13,366
New +$675K 0.07% 154

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LVW Advisors's JPST Position: Q4 2025 in Review

LVW Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 9,870 shares — an estimated $501K sold.

LVW Advisors first reported a position in JPST in Q2 2025 and held it in 2 quarters. The position peaked at $677K in Q2 2025. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

  • LVW Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • LVW Advisors sold 9,870 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $501K.
  • LVW Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and held it in 2 quarters.
  • LVW Advisors's JPMorgan Ultra-Short Income ETF position peaked at $677K in Q2 2025.
  • 1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on LVW Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.