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Transform Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Transform Wealth’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 		$505K Sell
9,968
-1,358
-12% -$68.6K 0.03% 174
2024
Q4 		$572K Sell
11,326
-180
-2% -$9.09K 0.03% 169
2024
Q3 		$584K Buy
11,506
+589
+5% +$29.8K 0.04% 139
2024
Q2 		$551K Buy
10,917
+200
+2% +$10.1K 0.04% 145
2024
Q1 		$541K Sell
10,717
-2,308
-18% -$116K 0.05% 146
2023
Q4 		$656K Sell
13,025
-3,016
-19% -$151K 0.06% 152
2023
Q3 		$805K Sell
16,041
-2,764
-15% -$138K 0.08% 136
2023
Q2 		$943K Sell
18,805
-5,413
-22% -$272K 0.08% 140
2023
Q1 		$1.22M Sell
24,218
-298,795
-93% -$15M 0.11% 124
2022
Q4 		$16.2M Sell
323,013
-1,963,480
-86% -$98.4M 1.82% 9
2022
Q3 		$115M Buy
2,286,493
+2,207,950
+2,811% +$111M 14.91% 1
2022
Q2 		$3.93M Buy
78,543
+5,267
+7% +$264K 0.59% 57
2022
Q1 		$3.68M Sell
73,276
-334,625
-82% -$16.9M 0.41% 74
2021
Q4 		$20.6M Buy
407,901
+245,926
+152% +$12.4M 2.15% 6
2021
Q3 		$8.21M Buy
161,975
+1,348
+0.8% +$68.4K 0.94% 39
2021
Q2 		$8.15M Buy
160,627
+27,553
+21% +$1.4M 1% 35
2021
Q1 		$6.75M Sell
133,074
-26,047
-16% -$1.32M 1.35% 17
2020
Q4 		$8.08M Buy
159,121
+117,403
+281% +$5.96M 1.69% 10
2020
Q3 		$2.12M Buy
41,718
+20,079
+93% +$1.02M 0.34% 78
2020
Q2 		$1.1M Sell
21,639
-2,409
-10% -$121K 0.19% 96
2020
Q1 		$1.19M Sell
24,048
-10,455
-30% -$526K 0.25% 96
2019
Q4 		$1.74M Sell
34,503
-164
-0.5% -$8.28K 0.28% 99
2019
Q3 		$1.75M Sell
34,667
-38,215
-52% -$1.93M 0.31% 95
2019
Q2 		$3.67M Buy
+72,882
New +$3.67M 0.54% 69

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

Transform Wealth's JPST Position: Q1 2025 in Review

Transform Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q1 2025, selling an estimated $68.6K and leaving 9,968 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #174.

Transform Wealth first reported a position in JPST in Q2 2019 and has held it in 24 quarters since. The position peaked at $115M in Q3 2022. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

  • Transform Wealth held 9,968 shares of JPMorgan Ultra-Short Income ETF worth $505K as of Q1 2025.
  • Transform Wealth sold 1,358 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $68.6K.
  • JPMorgan Ultra-Short Income ETF made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #174 holding.
  • Transform Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 24 quarters since.
  • Transform Wealth's JPMorgan Ultra-Short Income ETF position peaked at $115M in Q3 2022.
  • 1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.