Van Hulzen Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-50	Closed	-$2.52K	–	722
2024 Q4	$2.52K	Buy	+50	New	+$2.52K	﹤0.01%	909
2022 Q3	–	Sell	-16,832	Closed	-$843K	–	295
2022 Q2	$843K	Buy	16,832 +758	+5%	+$38K	0.1%	125
2022 Q1	$808K	Buy	16,074 +300	+2%	+$15.1K	0.09%	129
2021 Q4	$796K	Buy	15,774 +2,005	+15%	+$101K	0.09%	132
2021 Q3	$698K	Buy	13,769 +1,102	+9%	+$55.9K	0.1%	114
2021 Q2	$643K	Buy	12,667 +4,261	+51%	+$216K	0.1%	122
2021 Q1	$427K	Buy	+8,406	New	+$427K	0.07%	161
2020 Q3	–	Sell	-8,050	Closed	-$408K	–	277
2020 Q2	$408K	Buy	+8,050	New	+$405K	0.06%	152

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

Van Hulzen Asset Management's JPST Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2025, closing a stake of 50 shares — an estimated $2.52K sold.

Van Hulzen Asset Management first reported a position in JPST in Q2 2020 and held it in 8 quarters. The position peaked at $843K in Q2 2022. 1,096 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Van Hulzen Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 50 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $2.52K.
Van Hulzen Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 8 quarters.
Van Hulzen Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $843K in Q2 2022.
1,096 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.