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

Synergy 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
Q2 		– Sell
-1,000
Closed -$50.6K – 350
2025
Q1 		$50.6K Hold
1,000
– – 0.02% 235
2024
Q4 		$50.4K Buy
+1,000
New +$50.5K 0.02% 239

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Synergy Investment Management's JPST Position: Q2 2025 in Review

Synergy Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 1,000 shares — an estimated $50.6K sold.

Synergy Investment Management first reported a position in JPST in Q4 2024 and held it in 2 quarters. The position peaked at $50.6K in Q1 2025. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Synergy Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 1,000 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $50.6K.
  • Synergy Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $50.6K in Q1 2025.
  • 1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.