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Running Point Capital Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Running Point Capital 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 		$2.53M Sell
49,938
-6,987
-12% -$354K 0.69% 32
2025
Q3 		$2.89M Buy
56,925
+1,050
+2% +$53.2K 0.77% 27
2025
Q2 		$2.83M Buy
55,875
+2,466
+5% +$125K 0.78% 27
2025
Q1 		$2.7M Sell
53,409
-2,900
-5% -$146K 0.86% 25
2024
Q4 		$2.84M Buy
56,309
+8,688
+18% +$439K 0.97% 24
2024
Q3 		$2.42M Buy
47,621
+734
+2% +$37.1K 0.93% 26
2024
Q2 		$2.37M Buy
46,887
+1,037
+2% +$52.2K 0.98% 26
2024
Q1 		$2.31M Buy
45,850
+1,376
+3% +$69.3K 1.04% 26
2023
Q4 		$2.23M Sell
44,474
-4,216
-9% -$212K 1.09% 24
2023
Q3 		$2.44M Sell
48,690
-1,417
-3% -$71K 1.42% 18
2023
Q2 		$2.51M Buy
50,107
+1,558
+3% +$78.2K 1.41% 18
2023
Q1 		$2.44M Buy
48,549
+715
+1% +$35.9K 1.48% 18
2022
Q4 		$2.4M Buy
47,834
+119
+0.2% +$5.96K 1.47% 15
2022
Q3 		$2.39M Buy
47,715
+2,341
+5% +$117K 1.59% 15
2022
Q2 		$2.27M Buy
45,374
+11,376
+33% +$571K 1.46% 18
2022
Q1 		$1.71M Buy
33,998
+2,332
+7% +$117K 1% 20
2021
Q4 		$1.6M Sell
31,666
-7,266
-19% -$368K 0.96% 20
2021
Q3 		$1.98M Buy
38,932
+1,438
+4% +$72.9K 0.88% 28
2021
Q2 		$1.9M Buy
37,494
+8,117
+28% +$412K 0.86% 28
2021
Q1 		$1.49M Buy
29,377
+4,923
+20% +$250K 0.82% 26
2020
Q4 		$1.24M Buy
+24,454
New +$1.24M 0.73% 29

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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

Running Point Capital Advisors's JPST Position: Q4 2025 in Review

Running Point Capital Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q4 2025, selling an estimated $354K and leaving 49,938 shares worth $2.53M. The position accounts for 0.69% of the portfolio, ranked #32.

Running Point Capital Advisors first reported a position in JPST in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.89M in Q3 2025. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

  • Running Point Capital Advisors held 49,938 shares of JPMorgan Ultra-Short Income ETF worth $2.53M as of Q4 2025.
  • Running Point Capital Advisors sold 6,987 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $354K.
  • JPMorgan Ultra-Short Income ETF made up 0.69% of Running Point Capital Advisors's portfolio in Q4 2025, its #32 holding.
  • Running Point Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.89M in Q3 2025.
  • 1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.