Wellington Wealth Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wellington Wealth Strategies’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
2024 Q4	$19M	Buy	401,578 +307,388	+326%	+$15.5M	17.32%	1
2024 Q3	$4.77M	Buy	+94,190	New	+$4.76M	3.62%	9
2024 Q2	–	Sell	-57,172	Closed	-$2.88M	–	120
2024 Q1	$2.88M	Sell	57,172 -3,252	-5%	-$164K	1.34%	18
2023 Q4	$3.04M	Buy	+60,424	New	+$3.03M	2.57%	10
2020 Q4	$3.04M	Buy	+60,424	New	+$3.07M	2.57%	10

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wellington Wealth Strategies's JPST Position: Q4 2024 in Review

Wellington Wealth Strategies increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 326% in Q4 2024, buying an estimated $15.5M and bringing the position to 401,578 shares worth $19M. The position accounts for 17.32% of the portfolio, ranked #1.

Wellington Wealth Strategies first reported a position in JPST in Q4 2020 and has held it in 5 quarters since. 1,076 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Wellington Wealth Strategies held 401,578 shares of JPMorgan Ultra-Short Income ETF worth $19M as of Q4 2024.
Wellington Wealth Strategies bought 307,388 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $15.5M.
JPMorgan Ultra-Short Income ETF made up 17.32% of Wellington Wealth Strategies's portfolio in Q4 2024, its #1 holding.
Wellington Wealth Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 5 quarters since.
1,076 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.