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

Spire Wealth Management’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
2026
Q2 		$24.4M Sell
482,831
-14,942
-3% -$755K 0.74% 28
2026
Q1 		$25.2M Sell
497,773
-18,229
-4% -$923K 0.86% 19
2025
Q4 		$26.1M Sell
516,002
-916,529
-64% -$46.4M 0.87% 17
2025
Q3 		$72.7M Sell
1,432,531
-258,013
-15% -$13.1M 2.47% 4
2025
Q2 		$85.7M Sell
1,690,544
-447,235
-21% -$22.6M 3.08% 4
2025
Q1 		$108M Sell
2,137,779
-65,896
-3% -$3.33M 3.47% 3
2024
Q4 		$111M Buy
2,203,675
+179,975
+9% +$9.09M 3.45% 3
2024
Q3 		$103M Buy
2,023,700
+508,268
+34% +$25.7M 3.46% 3
2024
Q2 		$76.5M Buy
1,515,432
+1,022,638
+208% +$51.5M 2.7% 6
2024
Q1 		$24.9M Sell
492,794
-1,103,971
-69% -$55.6M 0.45% 43
2023
Q4 		$80.4M Sell
1,596,765
-68,001
-4% -$3.41M 2.66% 4
2023
Q3 		$83.5M Sell
1,664,766
-417,798
-20% -$20.9M 3.18% 3
2023
Q2 		$104M Sell
2,082,564
-224,134
-10% -$11.2M 3.86% 3
2023
Q1 		$116M Buy
2,306,698
+1,137,286
+97% +$57.2M 4.52% 1
2022
Q4 		$58.6M Buy
1,169,412
+103,739
+10% +$5.2M 3.3% 2
2022
Q3 		$53.5M Buy
1,065,673
+39,938
+4% +$2M 3.25% 3
2022
Q2 		$51.4M Buy
1,025,735
+144,030
+16% +$7.23M 2.12% 4
2022
Q1 		$44.4M Buy
881,705
+177,603
+25% +$8.95M 1.19% 12
2021
Q4 		$35.5M Buy
704,102
+647,124
+1,136% +$32.7M 0.79% 19
2021
Q3 		$2.89M Sell
56,978
-3,215
-5% -$163K 0.08% 230
2021
Q2 		$3.05M Sell
60,193
-1,157,120
-95% -$58.7M 0.08% 222
2021
Q1 		$62.3M Buy
+1,217,313
New +$61.8M 1.66% 5

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return