Ritter Daniher Financial Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ritter Daniher Financial Advisory’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	-15	Closed	-$756	–	320
2024 Q4	$756	Hold	15	–	–	﹤0.01%	300
2024 Q3	$762	Buy	+15	New	+$758	﹤0.01%	304
2024 Q1	–	Sell	-2,335	Closed	-$117K	–	321
2023 Q4	$117K	Sell	2,335 -408	-15%	-$20.5K	0.04%	107
2023 Q3	$138K	Sell	2,743 -97	-3%	-$4.86K	0.06%	86
2023 Q2	$142K	Sell	2,840 -1,175	-29%	-$59K	0.06%	80
2023 Q1	$202K	Sell	4,015 -9,652	-71%	-$485K	0.09%	68
2022 Q4	$685K	Sell	13,667 -6,165	-31%	-$309K	0.33%	34
2022 Q3	$995K	Buy	19,832 +18,485	+1,372%	+$927K	0.71%	18
2022 Q2	$67K	Buy	1,347 +1,129	+518%	+$56.6K	0.05%	101
2022 Q1	$11K	Buy	+218	New	+$11K	0.01%	166

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Ritter Daniher Financial Advisory's JPST Position: Q1 2025 in Review

Ritter Daniher Financial Advisory sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 15 shares — an estimated $756 sold.

Ritter Daniher Financial Advisory first reported a position in JPST in Q1 2022 and held it in 10 quarters. The position peaked at $995K in Q3 2022. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Ritter Daniher Financial Advisory reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 15 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $756.
Ritter Daniher Financial Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and held it in 10 quarters.
Ritter Daniher Financial Advisory's JPMorgan Ultra-Short Income ETF position peaked at $995K in Q3 2022.
1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.