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

Simplicity Wealth’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 Q2	–	Sell	-9,505	Closed	-$481K	–	631
2025 Q1	$481K	Buy	+9,505	New	+$480K	0.04%	349
2024 Q3	–	Sell	-10,103	Closed	-$510K	–	858
2024 Q2	$510K	Buy	10,103 +3,821	+61%	+$192K	0.01%	753
2024 Q1	$317K	Buy	+6,282	New	+$316K	0.01%	895
2022 Q4	–	Sell	-33,927	Closed	-$1.7M	–	71
2022 Q3	$1.7M	Sell	33,927 -481	-1%	-$24.1K	2.29%	15
2022 Q2	$1.72M	Buy	34,408 +24,032	+232%	+$1.21M	2.51%	14
2022 Q1	$522K	Sell	10,376 -116	-1%	-$5.84K	0.51%	46
2021 Q4	$530K	Buy	+10,492	New	+$531K	0.29%	47

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Wealth's JPST Position: Q2 2025 in Review

Simplicity Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 9,505 shares — an estimated $481K sold.

Simplicity Wealth first reported a position in JPST in Q4 2021 and held it in 7 quarters. The position peaked at $1.72M in Q2 2022. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Simplicity Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
Simplicity Wealth sold 9,505 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $481K.
Simplicity Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 7 quarters.
Simplicity Wealth's JPMorgan Ultra-Short Income ETF position peaked at $1.72M in Q2 2022.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.