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NWF Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

NWF Advisory 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 		– Sell
-7,318
Closed -$370K – 395
2024
Q4 		$370K Buy
+7,318
New +$370K 0.05% 179

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

NWF Advisory Services's JPST Position: Q1 2025 in Review

NWF Advisory Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 7,318 shares — an estimated $370K sold.

NWF Advisory Services first reported a position in JPST in Q4 2024 and held it in 1 quarter. The position peaked at $370K in Q4 2024. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • NWF Advisory Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • NWF Advisory Services sold 7,318 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $370K.
  • NWF Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 1 quarter.
  • NWF Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $370K in Q4 2024.
  • 1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on NWF Advisory Services's 13F filing for Q1 2025, filed 12 Aug 2025.