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Vertex Planning Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Vertex Planning Partners’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 		– Sell
-4,714
Closed -$239K – 192
2025
Q1 		$239K Hold
4,714
– – 0.05% 165
2024
Q4 		$237K Buy
+4,714
New +$238K 0.05% 167

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vertex Planning Partners's JPST Position: Q2 2025 in Review

Vertex Planning Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 4,714 shares — an estimated $239K sold.

Vertex Planning Partners first reported a position in JPST in Q4 2024 and held it in 2 quarters. The position peaked at $239K in Q1 2025. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Vertex Planning Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 4,714 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $239K.
  • Vertex Planning Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 2 quarters.
  • Vertex Planning Partners's JPMorgan Ultra-Short Income ETF position peaked at $239K in Q1 2025.
  • 1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Vertex Planning Partners's 13F filing for Q2 2025, filed 13 Aug 2025.