QPWM
JPST icon

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

Quadrant Private Wealth Management’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
-4,174
Closed -$211K – 260
2025
Q1 		$211K Sell
4,174
-395
-9% -$20K 0.05% 218
2024
Q4 		$231K Hold
4,569
– – 0.06% 215
2024
Q3 		$232K Hold
4,569
– – 0.06% 218
2024
Q2 		$231K Sell
4,569
-2,215
-33% -$112K 0.05% 221
2024
Q1 		$342K Sell
6,784
-2,911
-30% -$147K 0.09% 170
2023
Q4 		$489K Buy
9,695
+1,365
+16% +$68.5K 0.14% 130
2023
Q3 		$418K Sell
8,330
-970
-10% -$48.6K 0.14% 127
2023
Q2 		$466K Sell
9,300
-4,079
-30% -$205K 0.14% 135
2023
Q1 		$673K Sell
13,379
-1,261
-9% -$63.4K 0.21% 107
2022
Q4 		$736K Buy
+14,640
New +$734K 0.25% 96
2022
Q2 		$756K Sell
15,095
-258
-2% -$12.9K 0.31% 74
2022
Q1 		$772K Buy
15,353
+5,148
+50% +$259K 0.29% 80
2021
Q4 		$515K Buy
10,205
+5,546
+119% +$281K 0.19% 114
2021
Q3 		$236K Buy
+4,659
New +$236K 0.1% 172

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Quadrant Private Wealth Management's JPST Position: Q2 2025 in Review

Quadrant Private Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 4,174 shares — an estimated $211K sold.

Quadrant Private Wealth Management first reported a position in JPST in Q3 2021 and held it in 14 quarters. The position peaked at $772K in Q1 2022. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Quadrant Private Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 4,174 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $211K.
  • Quadrant Private Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and held it in 14 quarters.
  • Quadrant Private Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $772K in Q1 2022.
  • 1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.