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

Spectrum Wealth Counsel’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 Q1	$693K	Sell	13,696 -4,430	-24%	-$224K	0.08%	77
2024 Q4	$913K	Buy	18,126 +3,750	+26%	+$189K	0.11%	80
2024 Q3	$729K	Hold	14,376	–	–	0.09%	81
2024 Q2	$726K	Hold	14,376	–	–	0.09%	75
2024 Q1	$725K	Hold	14,376	–	–	0.09%	87
2023 Q4	$722K	Buy	+14,376	New	+$721K	0.1%	81

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Spectrum Wealth Counsel's JPST Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 24% in Q1 2025, selling an estimated $224K and leaving 13,696 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #77.

Spectrum Wealth Counsel first reported a position in JPST in Q4 2023 and has held it in 6 quarters since. The position peaked at $913K in Q4 2024. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Spectrum Wealth Counsel held 13,696 shares of JPMorgan Ultra-Short Income ETF worth $693K as of Q1 2025.
Spectrum Wealth Counsel sold 4,430 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $224K.
JPMorgan Ultra-Short Income ETF made up 0.08% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #77 holding.
Spectrum Wealth Counsel first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's JPMorgan Ultra-Short Income ETF position peaked at $913K in Q4 2024.
1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.