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

SMART 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	-73,113	Closed	-$3.7M	–	182
2025 Q1	$3.7M	Sell	73,113 -3,664	-5%	-$185K	1.33%	24
2024 Q4	$3.87M	Buy	76,777 +27,837	+57%	+$1.41M	1.38%	19
2024 Q3	$2.48M	Sell	48,940 -1,642	-3%	-$83K	0.97%	25
2024 Q2	$2.55M	Buy	50,582 +9,404	+23%	+$474K	1.03%	28
2024 Q1	$2.08M	Buy	41,178 +33,879	+464%	+$1.71M	0.94%	28
2023 Q4	$367K	Buy	+7,299	New	+$366K	0.2%	55

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 $17.8B AUM 24.16% 1-Year Est. Return

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

SMART Wealth's JPST Position: Q2 2025 in Review

SMART Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 73,113 shares — an estimated $3.7M sold.

SMART Wealth first reported a position in JPST in Q4 2023 and held it in 6 quarters. The position peaked at $3.87M in Q4 2024. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

SMART Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 73,113 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $3.7M.
SMART Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 6 quarters.
SMART Wealth's JPMorgan Ultra-Short Income ETF position peaked at $3.87M in Q4 2024.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.