Trust Company of Vermont’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Trust Company of Vermont’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	-30	Closed	-$1.52K	–	1161
2025 Q3	$1.52K	Buy	+30	New	+$1.52K	﹤0.01%	1035
2023 Q4	–	Sell	-71	Closed	-$3.56K	–	851
2023 Q3	$3.56K	Buy	+71	New	+$3.56K	﹤0.01%	733

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

Trust Company of Vermont's JPST Position: Q4 2025 in Review

Trust Company of Vermont sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 30 shares — an estimated $1.52K sold.

Trust Company of Vermont first reported a position in JPST in Q3 2023 and held it in 2 quarters. The position peaked at $3.56K in Q3 2023. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Trust Company of Vermont reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Trust Company of Vermont sold 30 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $1.52K.
Trust Company of Vermont first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and held it in 2 quarters.
Trust Company of Vermont's JPMorgan Ultra-Short Income ETF position peaked at $3.56K in Q3 2023.
1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.