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

Ruedi 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
-179
Closed -$9.06K – 198
2025
Q1 		$9.06K Buy
179
+66
+58% +$3.33K ﹤0.01% 175
2024
Q4 		$5.68K Buy
113
+7
+7% +$354 ﹤0.01% 200
2024
Q3 		$5.4K Buy
106
+21
+25% +$1.06K ﹤0.01% 209
2024
Q2 		$4.3K Buy
85
+4
+5% +$201 ﹤0.01% 263
2024
Q1 		$4.11K Buy
81
+59
+268% +$2.97K ﹤0.01% 213
2023
Q4 		$1.12K Buy
22
+4
+22% +$201 ﹤0.01% 222
2023
Q3 		$912 Buy
18
+1
+6% +$50 ﹤0.01% 200
2023
Q2 		$829 Buy
17
+2
+13% +$100 ﹤0.01% 206
2023
Q1 		$776 Buy
15
+14
+1,400% +$704 ﹤0.01% 238
2022
Q4 		$681 Buy
+1
New +$50 ﹤0.01% 224

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

Ruedi Wealth Management's JPST Position: Q2 2025 in Review

Ruedi Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 179 shares — an estimated $9.06K sold.

Ruedi Wealth Management first reported a position in JPST in Q4 2022 and held it in 10 quarters. The position peaked at $9.06K in Q1 2025. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Ruedi Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 179 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $9.06K.
  • Ruedi Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $9.06K in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.