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Smith, Moore & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Smith, Moore & Co’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
-8,294
Closed -$420K – 537
2025
Q2 		$420K Sell
8,294
-175
-2% -$8.84K 0.04% 331
2025
Q1 		$429K Sell
8,469
-378
-4% -$19.1K 0.04% 307
2024
Q4 		$446K Buy
8,847
+2,314
+35% +$117K 0.04% 302
2024
Q3 		$331K Buy
6,533
+63
+1% +$3.18K 0.03% 344
2024
Q2 		$327K Sell
6,470
-3,456
-35% -$174K 0.03% 334
2024
Q1 		$501K Buy
9,926
+28
+0.3% +$1.41K 0.05% 269
2023
Q4 		$497K Buy
+9,898
New +$497K 0.06% 257
2021
Q3 		– Sell
-4,241
Closed -$215K – 423
2021
Q2 		$215K Sell
4,241
-234
-5% -$11.9K 0.03% 371
2021
Q1 		$227K Sell
4,475
-399
-8% -$20.3K 0.04% 336
2020
Q4 		$248K Buy
4,874
+1
+0% +$51 0.05% 293
2020
Q3 		$248K Buy
4,873
+1
+0% +$51 0.05% 277
2020
Q2 		$247K Buy
+4,872
New +$245K 0.05% 266

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Smith, Moore & Co's JPST Position: Q3 2025 in Review

Smith, Moore & Co sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 8,294 shares — an estimated $420K sold.

Smith, Moore & Co first reported a position in JPST in Q2 2020 and held it in 12 quarters. The position peaked at $501K in Q1 2024. 1,119 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • Smith, Moore & Co reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 8,294 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $420K.
  • Smith, Moore & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 12 quarters.
  • Smith, Moore & Co's JPMorgan Ultra-Short Income ETF position peaked at $501K in Q1 2024.
  • 1,119 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Smith, Moore & Co's 13F filing for Q3 2025, filed 12 Nov 2025.