OPS
JPST icon

Orion Portfolio Solutions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Orion Portfolio Solutions’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
Q1 		$4.99M Sell
98,586
-9,881
-9% -$499K 0.05% 349
2024
Q4 		$5.46M Buy
108,467
+2,536
+2% +$128K 0.05% 306
2024
Q3 		$5.37M Buy
105,931
+13,857
+15% +$700K 0.05% 315
2024
Q2 		$4.65M Buy
92,074
+3,429
+4% +$173K 0.05% 329
2024
Q1 		$4.47M Sell
88,645
-34,333
-28% -$1.73M 0.05% 348
2023
Q4 		$6.18M Sell
122,978
-66,463
-35% -$3.34M 0.07% 265
2023
Q3 		$9.51M Sell
189,441
-14,035
-7% -$703K 0.11% 174
2023
Q2 		$10.2M Buy
+203,476
New +$10.2M 0.11% 180
2023
Q1 		– Sell
-119,331
Closed -$5.98M – 1587
2022
Q4 		$5.98M Buy
119,331
+31,100
+35% +$1.56M 0.21% 83
2022
Q3 		$4.43M Buy
88,231
+33,640
+62% +$1.69M 0.18% 91
2022
Q2 		$2.73M Sell
54,591
-50,862
-48% -$2.55M 0.11% 124
2022
Q1 		$5.3M Buy
105,453
+3,739
+4% +$188K 0.19% 79
2021
Q4 		$5.13M Sell
101,714
-9,888
-9% -$500K 0.17% 82
2021
Q3 		$5.66M Sell
111,602
-1,210
-1% -$61.4K 0.21% 68
2021
Q2 		$5.72M Sell
112,812
-11,837
-9% -$601K 0.22% 67
2021
Q1 		$6.33M Sell
124,649
-18,299
-13% -$929K 0.27% 56
2020
Q4 		$7.26M Sell
142,948
-4,052
-3% -$206K 0.34% 54
2020
Q3 		$7.47M Sell
147,000
-183,284
-55% -$9.31M 0.39% 47
2020
Q2 		$16.8M Buy
330,284
+145,368
+79% +$7.32M 0.91% 15
2020
Q1 		$9.19M Buy
+184,916
New +$9.3M 0.63% 31

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
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

Orion Portfolio Solutions's JPST Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.1% in Q1 2025, selling an estimated $499K and leaving 98,586 shares worth $4.99M. The position accounts for 0.05% of the portfolio, ranked #349.

Orion Portfolio Solutions first reported a position in JPST in Q1 2020 and has held it in 20 quarters since. The position peaked at $16.8M in Q2 2020. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Orion Portfolio Solutions held 98,586 shares of JPMorgan Ultra-Short Income ETF worth $4.99M as of Q1 2025.
  • Orion Portfolio Solutions sold 9,881 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $499K.
  • JPMorgan Ultra-Short Income ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #349 holding.
  • Orion Portfolio Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 20 quarters since.
  • Orion Portfolio Solutions's JPMorgan Ultra-Short Income ETF position peaked at $16.8M in Q2 2020.
  • 1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.