Schechter Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Schechter Investment 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 Q1	$442K	Buy	+8,734	New	+$441K	0.04%	398

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

Schechter Investment Advisors's JPST Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025: 8,734 shares worth $442K. The stake represents 0.04% of the portfolio and ranks #398 among its holdings.

1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Schechter Investment Advisors held 8,734 shares of JPMorgan Ultra-Short Income ETF worth $442K as of Q1 2025.
JPMorgan Ultra-Short Income ETF was a new Schechter Investment Advisors position in Q1 2025.
JPMorgan Ultra-Short Income ETF made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #398 holding.
1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.