Moloney Securities Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Moloney Securities Asset 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 Q3	$1.83M	Buy	36,121 +9,717	+37%	+$492K	0.22%	109
2025 Q2	$1.34M	Buy	26,404 +6,635	+34%	+$335K	0.17%	148
2025 Q1	$1M	Buy	19,769 +5,107	+35%	+$258K	0.14%	176
2024 Q4	$739K	Buy	14,662 +224	+2%	+$11.3K	0.1%	216
2024 Q3	$733K	Sell	14,438 -532	-4%	-$26.9K	0.1%	228
2024 Q2	$756K	Sell	14,970 -180	-1%	-$9.06K	0.11%	211
2024 Q1	$764K	Buy	+15,150	New	+$763K	0.12%	203
2020 Q3	–	Sell	-4,100	Closed	-$208K	–	340
2020 Q2	$208K	Sell	4,100 -200	-5%	-$10.1K	0.06%	268
2020 Q1	$214K	Sell	4,300 -100	-2%	-$5.03K	0.08%	240
2019 Q4	$222K	Hold	4,400	–	–	0.07%	306
2019 Q3	$222K	Buy	+4,400	New	+$222K	0.07%	283

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

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

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

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

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moloney Securities Asset Management's JPST Position: Q3 2025 in Review

Moloney Securities Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 37% in Q3 2025, buying an estimated $492K and bringing the position to 36,121 shares worth $1.83M. The position accounts for 0.22% of the portfolio, ranked #109.

Moloney Securities Asset Management first reported a position in JPST in Q3 2019 and has held it in 11 quarters since. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Moloney Securities Asset Management held 36,121 shares of JPMorgan Ultra-Short Income ETF worth $1.83M as of Q3 2025.
Moloney Securities Asset Management bought 9,717 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $492K.
JPMorgan Ultra-Short Income ETF made up 0.22% of Moloney Securities Asset Management's portfolio in Q3 2025, its #109 holding.
Moloney Securities Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and has held it in 11 quarters since.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.