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Siligmueller & Norvid Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		– Sell
-31,618
Closed -$1.6M – 203
2025
Q2 		$1.6M Buy
31,618
+306
+1% +$15.5K 0.62% 35
2025
Q1 		$1.59M Buy
31,312
+9,569
+44% +$483K 0.67% 33
2024
Q4 		$1.1M Buy
+21,743
New +$1.1M 0.47% 39

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's JPST Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 31,618 shares — an estimated $1.6M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in JPST in Q4 2024 and held it in 3 quarters. The position peaked at $1.6M in Q2 2025. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 31,618 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $1.6M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.6M in Q2 2025.
  • 1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.