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Martin Worley Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Martin Worley 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
Q2 		$1.44M Buy
28,374
+3,164
+13% +$160K 0.7% 38
2025
Q1 		$1.28M Buy
25,210
+6,271
+33% +$317K 0.73% 36
2024
Q4 		$954K Buy
+18,939
New +$956K 0.6% 43

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Martin Worley Group's JPST Position: Q2 2025 in Review

Martin Worley Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2025, buying an estimated $160K and bringing the position to 28,374 shares worth $1.44M. The position accounts for 0.7% of the portfolio, ranked #38.

Martin Worley Group first reported a position in JPST in Q4 2024 and has held it in 3 quarters since. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Martin Worley Group held 28,374 shares of JPMorgan Ultra-Short Income ETF worth $1.44M as of Q2 2025.
  • Martin Worley Group bought 3,164 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $160K.
  • JPMorgan Ultra-Short Income ETF made up 0.7% of Martin Worley Group's portfolio in Q2 2025, its #38 holding.
  • Martin Worley Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.