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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,683
Closed -$238K 192
2024
Q3
$238K Buy
+4,683
New +$237K 0.06% 106
2024
Q2
Sell
-8,610
Closed -$434K 166
2024
Q1
$434K Buy
+8,610
New +$434K 0.14% 69

Other funds holding JPST

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.