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Optimum Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Optimum Investment 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
Q3 		$558 Hold
11
– – ﹤0.01% 591
2025
Q2 		$557 Hold
11
– – ﹤0.01% 596
2025
Q1 		$557 Hold
11
– – ﹤0.01% 621
2024
Q4 		$554 Hold
11
– – ﹤0.01% 599
2024
Q3 		$558 Hold
11
– – ﹤0.01% 618
2024
Q2 		$555 Hold
11
– – ﹤0.01% 619
2024
Q1 		$555 Hold
11
– – ﹤0.01% 626
2023
Q4 		$553 Buy
+11
New +$552 ﹤0.01% 617

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optimum Investment Advisors's JPST Position: Q3 2025 in Review

Optimum Investment Advisors held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2025 at 11 shares worth $558. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Optimum Investment Advisors first reported a position in JPST in Q4 2023 and has held it in 8 quarters since. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • Optimum Investment Advisors held 11 shares of JPMorgan Ultra-Short Income ETF worth $558 as of Q3 2025.
  • Optimum Investment Advisors left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2025.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #591 holding.
  • Optimum Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.