Oliver Lagore Vanvalin Investment Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$6.05M	Buy	+119,582	New	+$6.04M	2.38%	7
2024 Q4	$5.96M	Buy	118,333 +10,597	+10%	+$535K	1.53%	12
2024 Q3	$5.47M	Buy	107,736 +2,799	+3%	+$141K	1.46%	13
2024 Q2	$5.3M	Sell	104,937 -110,055	-51%	-$5.54M	1.52%	12
2024 Q1	$10.8M	Buy	214,992 +45,357	+27%	+$2.28M	3.18%	4
2023 Q4	$8.52M	Buy	169,635 +167,932	+9,861%	+$8.43M	3.17%	5
2023 Q3	$85.5K	Sell	1,703 -1,254	-42%	-$62.8K	0.03%	180
2023 Q2	$148K	Buy	+2,957	New	+$148K	0.05%	148

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

Oliver Lagore Vanvalin Investment Group's JPST Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025: 119,582 shares worth $6.05M. The stake represents 2.38% of the portfolio and ranks #7 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in JPST as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in JPST in Q2 2023 and has held it in 8 quarters since. The position peaked at $10.8M in Q1 2024. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 119,582 shares of JPMorgan Ultra-Short Income ETF worth $6.05M as of Q2 2025.
JPMorgan Ultra-Short Income ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
JPMorgan Ultra-Short Income ETF made up 2.38% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #7 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 8 quarters since.
Oliver Lagore Vanvalin Investment Group's JPMorgan Ultra-Short Income ETF position peaked at $10.8M in Q1 2024.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.