Steel Grove Capital Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Steel Grove Capital Advisors’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 Q4	–	Sell	-10,569	Closed	-$536K	–	217
2025 Q3	$536K	Hold	10,569	–	–	0.06%	121
2025 Q2	$536K	Buy	+10,569	New	+$534K	0.06%	122

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Steel Grove Capital Advisors's JPST Position: Q4 2025 in Review

Steel Grove Capital Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 10,569 shares — an estimated $536K sold.

Steel Grove Capital Advisors first reported a position in JPST in Q2 2025 and held it in 2 quarters. The position peaked at $536K in Q3 2025. 1,202 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Steel Grove Capital Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Steel Grove Capital Advisors sold 10,569 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $536K.
Steel Grove Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and held it in 2 quarters.
Steel Grove Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $536K in Q3 2025.
1,202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.