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Stratos Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stratos Investment 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
2025
Q3 		– Sell
-16,505
Closed -$836K – 372
2025
Q2 		$836K Buy
16,505
+1,699
+11% +$85.8K 0.04% 198
2025
Q1 		$750K Buy
14,806
+2,200
+17% +$111K 0.04% 181
2024
Q4 		$635K Buy
12,606
+1,601
+15% +$80.9K 0.04% 157
2024
Q3 		$558K Buy
11,005
+2,285
+26% +$115K 0.04% 146
2024
Q2 		$440K Buy
8,720
+1,946
+29% +$98K 0.04% 151
2024
Q1 		$342K Buy
6,774
+986
+17% +$49.6K 0.03% 156
2023
Q4 		$291K Sell
5,788
-578
-9% -$29K 0.03% 152
2023
Q3 		$319K Sell
6,366
-133
-2% -$6.66K 0.05% 131
2023
Q2 		$326K Sell
6,499
-271
-4% -$13.6K 0.05% 134
2023
Q1 		$341K Sell
6,770
-270
-4% -$13.6K 0.06% 130
2022
Q4 		$353K Sell
7,040
-164
-2% -$8.22K 0.06% 126
2022
Q3 		$361K Sell
7,204
-3,635
-34% -$182K 0.07% 119
2022
Q2 		$543K Sell
10,839
-1,319
-11% -$66.2K 0.1% 103
2022
Q1 		$611K Sell
12,158
-3,794
-24% -$191K 0.1% 110
2021
Q4 		$805K Sell
15,952
-4,269
-21% -$216K 0.13% 102
2021
Q3 		$1.03M Buy
20,221
+3,216
+19% +$163K 0.18% 99
2021
Q2 		$863K Sell
17,005
-2,966
-15% -$150K 0.24% 75
2021
Q1 		$1.01M Sell
19,971
-31,112
-61% -$1.58M 0.32% 69
2020
Q4 		$2.6M Buy
51,083
+685
+1% +$34.8K 0.82% 39
2020
Q3 		$2.56M Buy
50,398
+36,174
+254% +$1.84M 0.93% 35
2020
Q2 		$722K Buy
14,224
+2,680
+23% +$135K 0.31% 69
2020
Q1 		$573K Sell
11,544
-7,809
-40% -$393K 0.31% 66
2019
Q4 		$976K Sell
19,353
-1,329
-6% -$67.1K 0.45% 48
2019
Q3 		$1.04M Sell
20,682
-458
-2% -$23.1K 0.59% 45
2019
Q2 		$1.06M Buy
21,140
+897
+4% +$45.2K 0.67% 40
2019
Q1 		$1.02M Buy
+20,243
New +$1.02M 0.8% 35

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

Stratos Investment Management's JPST Position: Q3 2025 in Review

Stratos Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 16,505 shares — an estimated $836K sold.

Stratos Investment Management first reported a position in JPST in Q1 2019 and held it in 26 quarters. The position peaked at $2.6M in Q4 2020. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • Stratos Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Investment Management sold 16,505 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $836K.
  • Stratos Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 26 quarters.
  • Stratos Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $2.6M in Q4 2020.
  • 1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Stratos Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.