PAG
JPST icon

Private Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Private Advisory 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
Q1 		– Sell
-28,167
Closed -$1.42M – 218
2024
Q4 		$1.42M Sell
28,167
-17,173
-38% -$867K 0.16% 93
2024
Q3 		$2.3M Buy
45,340
+6,561
+17% +$332K 0.27% 79
2024
Q2 		$1.96M Buy
+38,779
New +$1.95M 0.25% 82

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

Private Advisory Group's JPST Position: Q1 2025 in Review

Private Advisory Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 28,167 shares — an estimated $1.42M sold.

Private Advisory Group first reported a position in JPST in Q2 2024 and held it in 3 quarters. The position peaked at $2.3M in Q3 2024. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Private Advisory Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Private Advisory Group sold 28,167 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $1.42M.
  • Private Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and held it in 3 quarters.
  • Private Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $2.3M in Q3 2024.
  • 1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Private Advisory Group's 13F filing for Q1 2025, filed 8 May 2025.