Middleton & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Middleton & Co’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
2024 Q4	–	Sell	-9,807	Closed	-$498K	–	164
2024 Q3	$498K	Hold	9,807	–	–	0.06%	114
2024 Q2	$495K	Buy	+9,807	New	+$494K	0.06%	108

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Middleton & Co's JPST Position: Q4 2024 in Review

Middleton & Co sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 9,807 shares — an estimated $498K sold.

Middleton & Co first reported a position in JPST in Q2 2024 and held it in 2 quarters. The position peaked at $498K in Q3 2024. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Middleton & Co reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Middleton & Co sold 9,807 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $498K.
Middleton & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and held it in 2 quarters.
Middleton & Co's JPMorgan Ultra-Short Income ETF position peaked at $498K in Q3 2024.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Middleton & Co's 13F filing for Q4 2024, filed 5 Feb 2025.