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

Provenance 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	-399	Closed	-$20.1K	–	562
2024 Q4	$20.1K	Hold	399	–	–	﹤0.01%	270
2024 Q3	$20.2K	Hold	399	–	–	﹤0.01%	286
2024 Q2	$20.1K	Hold	399	–	–	﹤0.01%	257
2024 Q1	$20.1K	Buy	+399	New	+$20.1K	﹤0.01%	272

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

Provenance Wealth Advisors's JPST Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 399 shares — an estimated $20.1K sold.

Provenance Wealth Advisors first reported a position in JPST in Q1 2024 and held it in 4 quarters. The position peaked at $20.2K in Q3 2024. 1,098 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Provenance Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
Provenance Wealth Advisors sold 399 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $20.1K.
Provenance Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and held it in 4 quarters.
Provenance Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $20.2K in Q3 2024.
1,098 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.