Tred Avon Family Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Tred Avon Family 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 Q4	–	Sell	-6,828	Closed	-$346K	–	261
2025 Q3	$346K	Buy	+6,828	New	+$346K	0.12%	193

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Tred Avon Family Wealth's JPST Position: Q4 2025 in Review

Tred Avon Family Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 6,828 shares — an estimated $346K sold.

Tred Avon Family Wealth first reported a position in JPST in Q3 2025 and held it in 1 quarter. The position peaked at $346K in Q3 2025. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Tred Avon Family Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Tred Avon Family Wealth sold 6,828 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $346K.
Tred Avon Family Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and held it in 1 quarter.
Tred Avon Family Wealth's JPMorgan Ultra-Short Income ETF position peaked at $346K in Q3 2025.
1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Tred Avon Family Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.