Smith Anglin Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Smith Anglin Financial’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	$761K	Sell	15,011 -4,133	-22%	-$209K	0.07%	101
2025 Q1	$969K	Buy	19,144 +14,004	+272%	+$707K	0.1%	81
2024 Q4	$259K	Sell	5,140 -544	-10%	-$27.5K	0.02%	167
2024 Q3	$288K	Buy	5,684 +62	+1%	+$3.13K	0.03%	158
2024 Q2	$284K	Sell	5,622 -117	-2%	-$5.89K	0.03%	147
2024 Q1	$290K	Sell	5,739 -937	-14%	-$47.2K	0.03%	140
2023 Q4	$335K	Sell	6,676 -1,949	-23%	-$97.8K	0.04%	129
2023 Q3	$433K	Sell	8,625 -921	-10%	-$46.1K	0.05%	105
2023 Q2	$479K	Buy	9,546 +107	+1%	+$5.37K	0.06%	97
2023 Q1	$475K	Sell	9,439 -2,019	-18%	-$101K	0.07%	98
2022 Q4	$574K	Sell	11,458 -2,889	-20%	-$145K	0.11%	75
2022 Q3	$720K	Buy	14,347 +603	+4%	+$30.2K	0.15%	62
2022 Q2	$688K	Buy	13,744 +265	+2%	+$13.3K	0.2%	54
2022 Q1	$678K	Sell	13,479 -3,460	-20%	-$174K	0.16%	59
2021 Q4	$855K	Sell	16,939 -3,631	-18%	-$184K	0.15%	61
2021 Q3	$1.04M	Sell	20,570 -12,568	-38%	-$637K	0.2%	58
2021 Q2	$1.68M	Buy	33,138 +4,322	+15%	+$219K	0.32%	43
2021 Q1	$1.46M	Buy	28,816 +12,760	+79%	+$648K	0.32%	42
2020 Q4	$815K	Buy	+16,056	New	+$815K	0.15%	55

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Smith Anglin Financial's JPST Position: Q2 2025 in Review

Smith Anglin Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 22% in Q2 2025, selling an estimated $209K and leaving 15,011 shares worth $761K. The position accounts for 0.07% of the portfolio, ranked #101.

Smith Anglin Financial first reported a position in JPST in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.68M in Q2 2021. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Smith Anglin Financial held 15,011 shares of JPMorgan Ultra-Short Income ETF worth $761K as of Q2 2025.
Smith Anglin Financial sold 4,133 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $209K.
JPMorgan Ultra-Short Income ETF made up 0.07% of Smith Anglin Financial's portfolio in Q2 2025, its #101 holding.
Smith Anglin Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 19 quarters since.
Smith Anglin Financial's JPMorgan Ultra-Short Income ETF position peaked at $1.68M in Q2 2021.
1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.