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

Westmount 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
-4,836
Closed -$245K – 250
2025
Q1 		$245K Buy
+4,836
New +$244K 0.07% 211
2023
Q4 		– Sell
-15,218
Closed -$764K – 209
2023
Q3 		$764K Buy
+15,218
New +$762K 0.34% 71

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Westmount Partners's JPST Position: Q2 2025 in Review

Westmount Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 4,836 shares — an estimated $245K sold.

Westmount Partners first reported a position in JPST in Q3 2023 and held it in 2 quarters. The position peaked at $764K in Q3 2023. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

  • Westmount Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
  • Westmount Partners sold 4,836 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $245K.
  • Westmount Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and held it in 2 quarters.
  • Westmount Partners's JPMorgan Ultra-Short Income ETF position peaked at $764K in Q3 2023.
  • 1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Westmount Partners's 13F filing for Q2 2025, filed 9 Jul 2025.