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Sandy Spring Bank’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sandy Spring Bank’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 		$10.6M Buy
208,811
+20,891
+11% +$1.06M 0.44% 50
2024
Q4 		$9.47M Buy
187,920
+29,789
+19% +$1.5M 0.38% 59
2024
Q3 		$8.02M Sell
158,131
-2,936
-2% -$148K 0.33% 69
2024
Q2 		$8.13M Buy
161,067
+42,861
+36% +$2.16M 0.36% 67
2024
Q1 		$5.96M Buy
118,206
+10,342
+10% +$521K 0.27% 80
2023
Q4 		$5.42M Sell
107,864
-7,432
-6% -$373K 0.27% 90
2023
Q3 		$5.79M Buy
115,296
+3,540
+3% +$177K 0.32% 75
2023
Q2 		$5.6M Sell
111,756
-5,182
-4% -$260K 0.3% 81
2023
Q1 		$5.88M Sell
116,938
-23,968
-17% -$1.2M 0.33% 72
2022
Q4 		$7.06M Buy
140,906
+5,509
+4% +$276K 0.42% 58
2022
Q3 		$6.79M Sell
135,397
-28,225
-17% -$1.41M 0.43% 58
2022
Q2 		$8.2M Sell
163,622
-9,568
-6% -$480K 0.49% 51
2022
Q1 		$8.71M Buy
173,190
+21,572
+14% +$1.09M 0.44% 55
2021
Q4 		$7.65M Buy
151,618
+23,739
+19% +$1.2M 0.37% 65
2021
Q3 		$6.49M Buy
127,879
+45,302
+55% +$2.3M 0.34% 70
2021
Q2 		$4.19M Buy
82,577
+56,009
+211% +$2.84M 0.22% 106
2021
Q1 		$1.35M Buy
26,568
+14,757
+125% +$749K 0.08% 186
2020
Q4 		$600K Buy
11,811
+11,708
+11,367% +$595K 0.04% 231
2020
Q3 		$5K Hold
103
– – ﹤0.01% 753
2020
Q2 		$5K Hold
103
– – ﹤0.01% 766
2020
Q1 		$5K Hold
103
– – ﹤0.01% 756
2019
Q4 		$5K Hold
103
– – ﹤0.01% 771
2019
Q3 		$5K Hold
103
– – ﹤0.01% 783
2019
Q2 		$5K Hold
103
– – ﹤0.01% 774
2019
Q1 		$5K Hold
103
– – ﹤0.01% 721
2018
Q4 		$5K Hold
103
– – ﹤0.01% 719
2018
Q3 		$5K Buy
+103
New +$5.17K ﹤0.01% 725

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Sandy Spring Bank's JPST Position: Q1 2025 in Review

Sandy Spring Bank increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q1 2025, buying an estimated $1.06M and bringing the position to 208,811 shares worth $10.6M. The position accounts for 0.44% of the portfolio, ranked #50.

Sandy Spring Bank first reported a position in JPST in Q3 2018 and has held it in 27 quarters since. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Sandy Spring Bank held 208,811 shares of JPMorgan Ultra-Short Income ETF worth $10.6M as of Q1 2025.
  • Sandy Spring Bank bought 20,891 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $1.06M.
  • JPMorgan Ultra-Short Income ETF made up 0.44% of Sandy Spring Bank's portfolio in Q1 2025, its #50 holding.
  • Sandy Spring Bank first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 27 quarters since.
  • 1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.