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

Mosaic 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
Q1 		– Sell
-6,363
Closed -$320K – 18
2024
Q4 		$320K Buy
6,363
+78
+1% +$3.94K 0.38% 12
2024
Q3 		$319K Buy
6,285
+82
+1% +$4.14K 0.24% 14
2024
Q2 		$313K Buy
6,203
+82
+1% +$4.13K 0.25% 13
2024
Q1 		$309K Buy
6,121
+81
+1% +$4.08K 0.25% 14
2023
Q4 		$303K Buy
6,040
+78
+1% +$3.91K 0.18% 15
2023
Q3 		$299K Buy
+5,962
New +$299K 0.27% 12
2023
Q2 		– Sell
-4,094
Closed -$206K – 20
2023
Q1 		$206K Buy
4,094
+38
+0.9% +$1.91K 0.17% 15
2022
Q4 		$203K Buy
4,056
+34
+0.8% +$1.7K 0.17% 15
2022
Q3 		$202K Buy
4,022
+16
+0.4% +$802 0.16% 15
2022
Q2 		$201K Buy
+4,006
New +$201K 0.15% 17
2022
Q1 		– Sell
-15,174
Closed -$766K – 39
2021
Q4 		$766K Sell
15,174
-3,968
-21% -$201K 0.56% 15
2021
Q3 		$971K Buy
19,142
+2,814
+17% +$143K 0.65% 13
2021
Q2 		$828K Buy
16,328
+3,072
+23% +$156K 0.54% 15
2021
Q1 		$673K Sell
13,256
-96,668
-88% -$4.91M 0.57% 18
2020
Q4 		$5.58M Buy
+109,924
New +$5.58M 5.11% 6

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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

Mosaic Advisors's JPST Position: Q1 2025 in Review

Mosaic Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 6,363 shares — an estimated $320K sold.

Mosaic Advisors first reported a position in JPST in Q4 2020 and held it in 15 quarters. The position peaked at $5.58M in Q4 2020. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Mosaic Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Mosaic Advisors sold 6,363 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $320K.
  • Mosaic Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 15 quarters.
  • Mosaic Advisors's JPMorgan Ultra-Short Income ETF position peaked at $5.58M in Q4 2020.
  • 1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Mosaic Advisors's 13F filing for Q1 2025, filed 5 May 2025.