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Plan Group Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Plan Group Financial’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
-4,351
Closed -$221K – 208
2025
Q3 		$221K Hold
4,351
– – 0.06% 174
2025
Q2 		$221K Hold
4,351
– – 0.07% 147
2025
Q1 		$220K Buy
4,351
+133
+3% +$6.72K 0.08% 136
2024
Q4 		$212K Buy
4,218
+1
+0% +$51 0.11% 105
2024
Q3 		$214K Sell
4,217
-12
-0.3% -$606 0.11% 105
2024
Q2 		$213K Sell
4,229
-135
-3% -$6.8K 0.13% 84
2024
Q1 		$220K Sell
4,364
-1,920
-31% -$96.7K 0.14% 88
2023
Q4 		$316K Sell
6,284
-931
-13% -$46.7K 0.28% 49
2023
Q3 		$362K Sell
7,215
-8,310
-54% -$416K 0.26% 44
2023
Q2 		$778K Buy
+15,525
New +$779K 0.65% 29
2022
Q2 		$299K Buy
+5,983
New +$300K 0.51% 42

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Plan Group Financial's JPST Position: Q4 2025 in Review

Plan Group Financial sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 4,351 shares — an estimated $221K sold.

Plan Group Financial first reported a position in JPST in Q2 2022 and held it in 11 quarters. The position peaked at $778K in Q2 2023. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

  • Plan Group Financial reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Plan Group Financial sold 4,351 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $221K.
  • Plan Group Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 11 quarters.
  • Plan Group Financial's JPMorgan Ultra-Short Income ETF position peaked at $778K in Q2 2023.
  • 1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.