SWMG LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

SWMG LLC’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 Q2	–	Sell	-11,624	Closed	-$588K	–	131
2025 Q1	$588K	Sell	11,624 -25,683	-69%	-$1.3M	0.23%	68
2024 Q4	$1.88M	Buy	+37,307	New	+$1.88M	0.75%	24
2024 Q3	–	Sell	-28,932	Closed	-$1.46M	–	126
2024 Q2	$1.46M	Buy	+28,932	New	+$1.46M	0.65%	29
2023 Q4	–	Sell	-12,551	Closed	-$630K	–	102
2023 Q3	$630K	Sell	12,551 -702	-5%	-$35.2K	0.33%	48
2023 Q2	$665K	Buy	+13,253	New	+$665K	0.35%	40
2023 Q1	–	Sell	-13,596	Closed	-$682K	–	93
2022 Q4	$682K	Buy	+13,596	New	+$682K	0.41%	34

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWMG LLC's JPST Position: Q2 2025 in Review

SWMG LLC sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 11,624 shares — an estimated $588K sold.

SWMG LLC first reported a position in JPST in Q4 2022 and held it in 6 quarters. The position peaked at $1.88M in Q4 2024. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

SWMG LLC reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
SWMG LLC sold 11,624 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $588K.
SWMG LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 6 quarters.
SWMG LLC's JPMorgan Ultra-Short Income ETF position peaked at $1.88M in Q4 2024.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on SWMG LLC's 13F filing for Q2 2025, filed 29 Jul 2025.