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

Quattro Financial 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 Q4	–	Sell	-59,513	Closed	-$3.02M	–	87
2025 Q3	$3.02M	Sell	59,513 -1,770	-3%	-$89.6K	0.95%	28
2025 Q2	$3.11M	Sell	61,283 -654	-1%	-$33K	1.09%	24
2025 Q1	$3.14M	Buy	61,937 +155	+0.3%	+$7.83K	1.07%	25
2024 Q4	$3.12M	Sell	61,782 -1,016	-2%	-$51.3K	0.81%	28
2024 Q3	$3.17M	Buy	62,798 +23,698	+61%	+$1.2M	0.9%	30
2024 Q2	$1.97M	Buy	39,100 +32,338	+478%	+$1.63M	0.52%	38
2024 Q1	$341K	Buy	6,762 +6,712	+13,424%	+$338K	0.1%	61
2023 Q4	$561K	Sell	50 -34,690	-100%	-$1.74M	0.19%	61
2023 Q3	$1.74M	Sell	34,740 -3,436	-9%	-$172K	0.76%	34
2023 Q2	$1.91M	Buy	38,176 +12,714	+50%	+$638K	0.76%	31
2023 Q1	$1.28M	Buy	25,462 +2,694	+12%	+$135K	0.53%	36
2022 Q4	$1.14M	Buy	+22,768	New	+$1.14M	0.46%	36

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Quattro Financial Advisors's JPST Position: Q4 2025 in Review

Quattro Financial Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 59,513 shares — an estimated $3.02M sold.

Quattro Financial Advisors first reported a position in JPST in Q4 2022 and held it in 12 quarters. The position peaked at $3.17M in Q3 2024. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Quattro Financial Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Quattro Financial Advisors sold 59,513 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $3.02M.
Quattro Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 12 quarters.
Quattro Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.17M in Q3 2024.
1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Quattro Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.