Morningstar Investment Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Morningstar Investment Services’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 Q1	$701K	Sell	13,843 -1,994	-13%	-$101K	0.13%	108
2024 Q4	$798K	Sell	15,837 -297,712	-95%	-$15M	0.07%	117
2024 Q3	$15.9M	Buy	313,549 +15,889	+5%	+$803K	0.16%	111
2024 Q2	$15M	Buy	297,660 +25,563	+9%	+$1.29M	0.16%	111
2024 Q1	$13.7M	Sell	272,097 -261,237	-49%	-$13.2M	0.15%	116
2023 Q4	$26.8M	Buy	533,334 +318,881	+149%	+$16M	0.15%	112
2023 Q3	$10.8M	Buy	214,453 +813	+0.4%	+$40.7K	0.14%	116
2023 Q2	$10.7M	Buy	213,640 +11,072	+5%	+$556K	0.14%	116
2023 Q1	$10.2M	Buy	202,568 +28,162	+16%	+$1.42M	0.14%	115
2022 Q4	$8.74M	Buy	174,406 +2,001	+1%	+$100K	0.12%	120
2022 Q3	$8.64M	Buy	+172,405	New	+$8.64M	0.12%	119

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Morningstar Investment Services's JPST Position: Q1 2025 in Review

Morningstar Investment Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q1 2025, selling an estimated $101K and leaving 13,843 shares worth $701K. The position accounts for 0.13% of the portfolio, ranked #108.

Morningstar Investment Services first reported a position in JPST in Q3 2022 and has held it in 11 quarters since. The position peaked at $26.8M in Q4 2023. 1,097 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Morningstar Investment Services held 13,843 shares of JPMorgan Ultra-Short Income ETF worth $701K as of Q1 2025.
Morningstar Investment Services sold 1,994 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $101K.
JPMorgan Ultra-Short Income ETF made up 0.13% of Morningstar Investment Services's portfolio in Q1 2025, its #108 holding.
Morningstar Investment Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 11 quarters since.
Morningstar Investment Services's JPMorgan Ultra-Short Income ETF position peaked at $26.8M in Q4 2023.
1,097 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.