Obermeyer Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Obermeyer Wealth Partners’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 Q4	–	Sell	-4,063	Closed	-$206K	–	301
2025 Q3	$206K	Buy	+4,063	New	+$206K	0.01%	283
2023 Q1	–	Sell	-4,044	Closed	-$203K	–	229
2022 Q4	$203K	Hold	4,044	–	–	0.02%	213
2022 Q3	$203K	Hold	4,044	–	–	0.02%	198
2022 Q2	$203K	Sell	4,044 -2,987	-42%	-$150K	0.01%	193
2022 Q1	$353K	Hold	7,031	–	–	0.02%	149
2021 Q4	$355K	Buy	+7,031	New	+$356K	0.02%	151

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Obermeyer Wealth Partners's JPST Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 4,063 shares — an estimated $206K sold.

Obermeyer Wealth Partners first reported a position in JPST in Q4 2021 and held it in 6 quarters. The position peaked at $355K in Q4 2021. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Obermeyer Wealth Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Obermeyer Wealth Partners sold 4,063 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $206K.
Obermeyer Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 6 quarters.
Obermeyer Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $355K in Q4 2021.
1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.