TrueWealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

TrueWealth Advisors’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	–	Sell	-7,343	Closed	-$370K	–	226
2024 Q4	$370K	Buy	+7,343	New	+$371K	0.12%	151
2023 Q4	–	Sell	-6,045	Closed	-$303K	–	205
2023 Q3	$303K	Sell	6,045 -277	-4%	-$13.9K	0.13%	126
2023 Q2	$317K	Buy	6,322 +43	+0.7%	+$2.16K	0.13%	122
2023 Q1	$316K	Buy	6,279 +141	+2%	+$7.09K	0.13%	128
2022 Q4	$308K	Buy	+6,138	New	+$308K	0.13%	130

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

TrueWealth Advisors's JPST Position: Q1 2025 in Review

TrueWealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 7,343 shares — an estimated $370K sold.

TrueWealth Advisors first reported a position in JPST in Q4 2022 and held it in 5 quarters. The position peaked at $370K in Q4 2024. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

TrueWealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
TrueWealth Advisors sold 7,343 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $370K.
TrueWealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 5 quarters.
TrueWealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $370K in Q4 2024.
1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.