TABR Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

TABR Capital 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 Q4	–	Sell	-4,898	Closed	-$249K	–	65
2025 Q3	$249K	Sell	4,898 -1,032	-17%	-$52.2K	0.17%	33
2025 Q2	$301K	Buy	+5,930	New	+$300K	0.26%	25
2025 Q1	–	Sell	-5,622	Closed	-$283K	–	35
2024 Q4	$283K	Buy	+5,622	New	+$284K	0.25%	25

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TABR Capital Management's JPST Position: Q4 2025 in Review

TABR Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 4,898 shares — an estimated $249K sold.

TABR Capital Management first reported a position in JPST in Q4 2024 and held it in 3 quarters. The position peaked at $301K in Q2 2025. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

TABR Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
TABR Capital Management sold 4,898 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $249K.
TABR Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 3 quarters.
TABR Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $301K in Q2 2025.
1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on TABR Capital Management's 13F filing for Q4 2025, filed 9 Jan 2026.