New Wave Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

New Wave Wealth 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	-497	Closed	-$25K	–	410
2024 Q4	$25K	Buy	+497	New	+$25.1K	0.01%	260

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 $30.5B AUM 13.98% 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

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 $15.5B AUM 18.35% 1-Year Est. Return

New Wave Wealth Advisors's JPST Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 497 shares — an estimated $25K sold.

New Wave Wealth Advisors first reported a position in JPST in Q4 2024 and held it in 1 quarter. The position peaked at $25K in Q4 2024. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

New Wave Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 497 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $25K.
New Wave Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $25K in Q4 2024.
1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.