TrueMark Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

TrueMark Investments’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
2024 Q4	–	Sell	-4,357	Closed	-$221K	–	214
2024 Q3	$221K	Sell	4,357 -1,151	-21%	-$58.2K	0.07%	187
2024 Q2	$278K	Buy	+5,508	New	+$277K	0.1%	164

Other funds holding JPST

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TrueMark Investments's JPST Position: Q4 2024 in Review

TrueMark Investments sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 4,357 shares — an estimated $221K sold.

TrueMark Investments first reported a position in JPST in Q2 2024 and held it in 2 quarters. The position peaked at $278K in Q2 2024. 1,077 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

TrueMark Investments reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
TrueMark Investments sold 4,357 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $221K.
TrueMark Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and held it in 2 quarters.
TrueMark Investments's JPMorgan Ultra-Short Income ETF position peaked at $278K in Q2 2024.
1,077 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.