Pacific Capital Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-900	Closed	-$45.3K	–	230
2024 Q4	$45.3K	Sell	900 -701	-44%	-$35.4K	0.01%	158
2024 Q3	$81.2K	Buy	1,601 +701	+78%	+$35.4K	0.01%	122
2024 Q2	$45.4K	Hold	900	–	–	0.01%	159
2024 Q1	$45.4K	Hold	900	–	–	0.01%	141
2023 Q4	$45.2K	Buy	+900	New	+$45.2K	0.01%	139
2022 Q2	–	Sell	-66,190	Closed	-$3.33M	–	88
2022 Q1	$3.33M	Sell	66,190 -53,573	-45%	-$2.7M	0.95%	25
2021 Q4	$6.05M	Sell	119,763 -291,993	-71%	-$14.8M	1.74%	15
2021 Q3	$20.9M	Buy	411,756 +407,301	+9,143%	+$20.7M	6.63%	4
2021 Q2	$226K	Buy	+4,455	New	+$226K	0.11%	71
2020 Q4	–	Sell	-513	Closed	-$26K	–	128
2020 Q3	$26K	Buy	+513	New	+$26.1K	0.02%	134

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Pacific Capital Wealth Advisors's JPST Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 900 shares — an estimated $45.3K sold.

Pacific Capital Wealth Advisors first reported a position in JPST in Q3 2020 and held it in 10 quarters. The position peaked at $20.9M in Q3 2021. 1,098 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 900 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $45.3K.
Pacific Capital Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 10 quarters.
Pacific Capital Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $20.9M in Q3 2021.
1,098 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.