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

Redmont 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 Q4	$3.33M	Buy	65,762 +29,273	+80%	+$1.48M	5.04%	4
2025 Q3	$1.85M	Buy	36,489 +23,734	+186%	+$1.2M	2.58%	8
2025 Q2	$646K	Buy	12,755 +5,168	+68%	+$261K	0.95%	30
2025 Q1	$384K	Buy	7,587 +2,348	+45%	+$119K	0.75%	34
2024 Q4	$264K	Sell	5,239 -10,721	-67%	-$541K	0.46%	57
2024 Q3	$810K	Buy	15,960 +10,381	+186%	+$525K	1.25%	16
2024 Q2	$282K	Buy	5,579 +2,579	+86%	+$130K	0.44%	62
2024 Q1	$151K	Sell	3,000 -19,363	-87%	-$975K	0.21%	68
2023 Q4	$1.12M	Buy	22,363 +493	+2%	+$24.7K	1.64%	13
2023 Q3	$1.1M	Buy	21,870 +5,981	+38%	+$300K	1.93%	12
2023 Q2	$797K	Sell	15,889 -29,841	-65%	-$1.5M	1.37%	18
2023 Q1	$2.3M	Buy	+45,730	New	+$2.3M	4.65%	6

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Redmont Wealth Advisors's JPST Position: Q4 2025 in Review

Redmont Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 80% in Q4 2025, buying an estimated $1.48M and bringing the position to 65,762 shares worth $3.33M. The position accounts for 5.04% of the portfolio, ranked #4.

Redmont Wealth Advisors first reported a position in JPST in Q1 2023 and has held it in 12 quarters since. 1,202 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Redmont Wealth Advisors held 65,762 shares of JPMorgan Ultra-Short Income ETF worth $3.33M as of Q4 2025.
Redmont Wealth Advisors bought 29,273 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $1.48M.
JPMorgan Ultra-Short Income ETF made up 5.04% of Redmont Wealth Advisors's portfolio in Q4 2025, its #4 holding.
Redmont Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 12 quarters since.
1,202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.