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

Seed 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
Q1 		– Sell
-11,500
Closed -$579K – 153
2024
Q4 		$579K Sell
11,500
-500
-4% -$25.3K 0.47% 56
2024
Q3 		$609K Buy
+12,000
New +$606K 0.49% 54

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

Seed Wealth Management's JPST Position: Q1 2025 in Review

Seed Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 11,500 shares — an estimated $579K sold.

Seed Wealth Management first reported a position in JPST in Q3 2024 and held it in 2 quarters. The position peaked at $609K in Q3 2024. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Seed Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Seed Wealth Management sold 11,500 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $579K.
  • Seed Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and held it in 2 quarters.
  • Seed Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $609K in Q3 2024.
  • 1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Seed Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.