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

PSI 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 Q2	–	Sell	-1,416	Closed	-$71.7K	–	404
2025 Q1	$71.7K	Buy	1,416 +6	+0.4%	+$303	0.02%	194
2024 Q4	$71K	Hold	1,410	–	–	0.02%	224
2024 Q3	$71.5K	Hold	1,410	–	–	0.02%	225
2024 Q2	$71.2K	Hold	1,410	–	–	0.02%	214
2024 Q1	$71.1K	Sell	1,410 -510	-27%	-$25.7K	0.03%	210
2023 Q4	$96.4K	Hold	1,920	–	–	0.04%	185
2023 Q3	$96.3K	Sell	1,920 -38	-2%	-$1.9K	0.04%	174
2023 Q2	$98.2K	Hold	1,958	–	–	0.04%	170
2023 Q1	$98.5K	Buy	+1,958	New	+$98.4K	0.05%	160

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PSI Advisors's JPST Position: Q2 2025 in Review

PSI Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 1,416 shares — an estimated $71.7K sold.

PSI Advisors first reported a position in JPST in Q1 2023 and held it in 9 quarters. The position peaked at $98.5K in Q1 2023. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

PSI Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 1,416 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $71.7K.
PSI Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 9 quarters.
PSI Advisors's JPMorgan Ultra-Short Income ETF position peaked at $98.5K in Q1 2023.
1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.