SFI
JPST icon

SPC Financial Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

SPC Financial Inc’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 		$612K Sell
12,061
-201
-2% -$10.2K 0.05% 158
2025
Q2 		$621K Sell
12,262
-1,102
-8% -$55.7K 0.05% 154
2025
Q1 		$677K Buy
13,364
+3,650
+38% +$184K 0.06% 147
2024
Q4 		$489K Sell
9,714
-780
-7% -$39.4K 0.04% 165
2024
Q3 		$532K Sell
10,494
-902
-8% -$45.6K 0.05% 164
2024
Q2 		$575K Sell
11,396
-1,966
-15% -$99K 0.05% 139
2024
Q1 		$674K Sell
13,362
-6,547
-33% -$330K 0.06% 125
2023
Q4 		$1M Sell
19,909
-467,766
-96% -$23.5M 0.1% 99
2023
Q3 		$24.5M Sell
487,675
-2,964
-0.6% -$149K 2.75% 9
2023
Q2 		$24.6M Buy
490,639
+6,144
+1% +$308K 2.66% 8
2023
Q1 		$24.4M Buy
484,495
+3,282
+0.7% +$165K 2.78% 8
2022
Q4 		$24.1M Buy
481,213
+7,900
+2% +$396K 2.85% 7
2022
Q3 		$23.7M Buy
473,313
+122,693
+35% +$6.15M 2.96% 6
2022
Q2 		$17.6M Buy
+350,620
New +$17.6M 2.17% 12
2022
Q1 		– Sell
-22,394
Closed -$1.13M – 198
2021
Q4 		$1.13M Buy
+22,394
New +$1.13M 0.13% 76
2020
Q3 		– Sell
-90,297
Closed -$4.58M – 146
2020
Q2 		$4.58M Buy
90,297
+13,585
+18% +$684K 0.95% 25
2020
Q1 		$3.81M Buy
+76,712
New +$3.86M 0.97% 28

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

SPC Financial Inc's JPST Position: Q3 2025 in Review

SPC Financial Inc reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.6% in Q3 2025, selling an estimated $10.2K and leaving 12,061 shares worth $612K. The position accounts for 0.05% of the portfolio, ranked #158.

SPC Financial Inc first reported a position in JPST in Q1 2020 and has held it in 17 quarters since. The position peaked at $24.6M in Q2 2023. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • SPC Financial Inc held 12,061 shares of JPMorgan Ultra-Short Income ETF worth $612K as of Q3 2025.
  • SPC Financial Inc sold 201 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $10.2K.
  • JPMorgan Ultra-Short Income ETF made up 0.05% of SPC Financial Inc's portfolio in Q3 2025, its #158 holding.
  • SPC Financial Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 17 quarters since.
  • SPC Financial Inc's JPMorgan Ultra-Short Income ETF position peaked at $24.6M in Q2 2023.
  • 1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.