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 $1.56T 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return