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Summit Wealth Group (Colorado)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Summit Wealth Group (Colorado)’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
-289,705
Closed -$14.5M – 445
2025
Q3 		$14.5M Buy
+289,705
New +$14.7M 1.54% 12

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Summit Wealth Group (Colorado)'s JPST Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 289,705 shares — an estimated $14.5M sold.

Summit Wealth Group (Colorado) first reported a position in JPST in Q3 2025 and held it in 1 quarter. The position peaked at $14.5M in Q3 2025. 1,203 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 289,705 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $14.5M.
  • Summit Wealth Group (Colorado) first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s JPMorgan Ultra-Short Income ETF position peaked at $14.5M in Q3 2025.
  • 1,203 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.