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Synergy Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Synergy Asset 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
Q1 		– Sell
-103
Closed -$5.23K – 489
2024
Q4 		$5.23K Buy
+103
New +$5.2K ﹤0.01% 564
2022
Q4 		– Sell
-217,417
Closed -$10.9M – 122
2022
Q3 		$10.9M Buy
+217,417
New +$10.9M 2.94% 5

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Synergy Asset Management's JPST Position: Q1 2025 in Review

Synergy Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 103 shares — an estimated $5.23K sold.

Synergy Asset Management first reported a position in JPST in Q3 2022 and held it in 2 quarters. The position peaked at $10.9M in Q3 2022. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Synergy Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 103 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $5.23K.
  • Synergy Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and held it in 2 quarters.
  • Synergy Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $10.9M in Q3 2022.
  • 1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.