Oak Hill Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Oak Hill 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 Q2	–	Sell	-4,139	Closed	-$210K	–	147
2025 Q1	$210K	Sell	4,139 -44	-1%	-$2.22K	0.05%	134
2024 Q4	$211K	Buy	+4,183	New	+$211K	0.05%	129
2024 Q3	–	Sell	-7,638	Closed	-$386K	–	171
2024 Q2	$385K	Buy	+7,638	New	+$385K	0.12%	77
2024 Q1	–	Sell	-8,768	Closed	-$441K	–	157
2023 Q4	$440K	Buy	8,768 +190	+2%	+$9.53K	0.15%	67
2023 Q3	$430K	Buy	8,578 +459	+6%	+$23K	0.17%	64
2023 Q2	$407K	Sell	8,119 -26	-0.3%	-$1.3K	0.15%	71
2023 Q1	$410K	Sell	8,145 -3,558	-30%	-$179K	0.16%	72
2022 Q4	$587K	Buy	+11,703	New	+$587K	0.24%	59

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Hill Wealth Advisors's JPST Position: Q2 2025 in Review

Oak Hill Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 4,139 shares — an estimated $210K sold.

Oak Hill Wealth Advisors first reported a position in JPST in Q4 2022 and held it in 8 quarters. The position peaked at $587K in Q4 2022. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Oak Hill Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
Oak Hill Wealth Advisors sold 4,139 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $210K.
Oak Hill Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 8 quarters.
Oak Hill Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $587K in Q4 2022.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.