Private Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Private Wealth Partners’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 Q2	–	Sell	-6,250	Closed	-$316K	–	181
2025 Q1	$316K	Buy	+6,250	New	+$316K	0.03%	138
2023 Q4	–	Sell	-14,430	Closed	-$724K	–	173
2023 Q3	$724K	Hold	14,430	–	–	0.07%	92
2023 Q2	$724K	Buy	14,430 +4,250	+42%	+$213K	0.07%	96
2023 Q1	$512K	Buy	+10,180	New	+$512K	0.05%	104

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Partners's JPST Position: Q2 2025 in Review

Private Wealth Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 6,250 shares — an estimated $316K sold.

Private Wealth Partners first reported a position in JPST in Q1 2023 and held it in 4 quarters. The position peaked at $724K in Q3 2023. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Private Wealth Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
Private Wealth Partners sold 6,250 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $316K.
Private Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 4 quarters.
Private Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $724K in Q3 2023.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Private Wealth Partners's 13F filing for Q2 2025, filed 1 Aug 2025.