Tyler-Stone Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Tyler-Stone Wealth Management’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 Q2	$12.5M	Buy	246,992 +4,517	+2%	+$228K	2.02%	7
2025 Q1	$12.3M	Buy	242,475 +22,392	+10%	+$1.13M	2.2%	8
2024 Q4	$11.1M	Sell	220,083 -6,416	-3%	-$324K	1.97%	8
2024 Q3	$11.5M	Buy	226,499 +182,188	+411%	+$9.21M	2.17%	6
2024 Q2	$2.24M	Sell	44,311 -4,547	-9%	-$229K	0.92%	23
2024 Q1	$2.46M	Buy	48,858 +3,455	+8%	+$174K	1.09%	18
2023 Q4	$2.28M	Buy	45,403 +8,948	+25%	+$449K	1.14%	17
2023 Q3	$1.83M	Buy	36,455 +3,621	+11%	+$181K	1.04%	23
2023 Q2	$1.65M	Buy	+32,834	New	+$1.65M	0.93%	27
2022 Q4	$1.01M	Buy	20,233 +4,630	+30%	+$232K	0.69%	33
2022 Q3	$783K	Buy	15,603 +2,565	+20%	+$129K	0.6%	34
2022 Q2	$653K	Buy	13,038 +2,661	+26%	+$134K	0.44%	52
2022 Q1	$522K	Sell	10,377 -18	-0.2%	-$907	0.29%	76
2021 Q4	$525K	Buy	+10,395	New	+$526K	0.28%	80

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's JPST Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.9% in Q2 2025, buying an estimated $228K and bringing the position to 246,992 shares worth $12.5M. The position accounts for 2.02% of the portfolio, ranked #7.

Tyler-Stone Wealth Management first reported a position in JPST in Q4 2021 and has held it in 14 quarters since. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Tyler-Stone Wealth Management held 246,992 shares of JPMorgan Ultra-Short Income ETF worth $12.5M as of Q2 2025.
Tyler-Stone Wealth Management bought 4,517 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $228K.
JPMorgan Ultra-Short Income ETF made up 2.02% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #7 holding.
Tyler-Stone Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 14 quarters since.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.