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West Oak Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

West Oak Capital’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
Q3 		$54.2K Sell
106,912
-134,680
-56% -$6.82M 2.15% 11
2025
Q2 		$122K Buy
241,592
+153,743
+175% +$7.77M 4.8% 1
2025
Q1 		$44.5K Buy
87,849
+45,770
+109% +$2.31M 1.72% 12
2024
Q4 		$21.2M Buy
42,079
+8,291
+25% +$419K 0.75% 39
2024
Q3 		$17.1K Buy
33,788
+10,700
+46% +$541K 0.32% 54
2024
Q2 		$1.17M Buy
23,088
+1,903
+9% +$95.8K 0.47% 58
2024
Q1 		$1.07M Buy
21,185
+140
+0.7% +$7.05K 0.45% 59
2023
Q4 		$1.06M Hold
21,045
– – 0.5% 59
2023
Q3 		$1.06M Buy
21,045
+18,350
+681% +$919K 0.52% 60
2023
Q2 		$135K Buy
+2,695
New +$135K 0.07% 132
2022
Q1 		– Sell
-347,411
Closed -$17.5M – 371
2021
Q4 		$17.5M Sell
347,411
-4,620
-1% -$234K 6.45% 2
2021
Q3 		$17.9M Buy
352,031
+33,691
+11% +$1.71M 6.93% 2
2021
Q2 		$16.2M Buy
318,340
+6,397
+2% +$325K 6.37% 2
2021
Q1 		$15.8M Buy
311,943
+13,469
+5% +$684K 6.77% 2
2020
Q4 		$15.2M Buy
298,474
+60,435
+25% +$3.07M 7.04% 2
2020
Q3 		$12.1M Buy
238,039
+45,517
+24% +$2.31M 6.65% 2
2020
Q2 		$9.77M Buy
192,522
+21,425
+13% +$1.08M 5.56% 2
2020
Q1 		$8.5M Sell
171,097
-4,261
-2% -$214K 5.82% 2
2019
Q4 		$8.84M Buy
175,358
+44,065
+34% +$2.22M 4.98% 2
2019
Q3 		$6.62M Buy
131,293
+39,788
+43% +$2.01M 3.9% 2
2019
Q2 		$4.61M Buy
+91,505
New +$4.61M 2.76% 2

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Oak Capital's JPST Position: Q3 2025 in Review

West Oak Capital reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 56% in Q3 2025, selling an estimated $6.82M and leaving 106,912 shares worth $54.2K. The position accounts for 2.15% of the portfolio, ranked #11.

West Oak Capital first reported a position in JPST in Q2 2019 and has held it in 21 quarters since. The position peaked at $21.2M in Q4 2024. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

  • West Oak Capital held 106,912 shares of JPMorgan Ultra-Short Income ETF worth $54.2K as of Q3 2025.
  • West Oak Capital sold 134,680 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $6.82M.
  • JPMorgan Ultra-Short Income ETF made up 2.15% of West Oak Capital's portfolio in Q3 2025, its #11 holding.
  • West Oak Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 21 quarters since.
  • West Oak Capital's JPMorgan Ultra-Short Income ETF position peaked at $21.2M in Q4 2024.
  • 1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.