Williams Jones Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Williams Jones Wealth 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 Q3	–	Sell	-5,668	Closed	-$287K	–	524
2025 Q2	$287K	Buy	5,668 +117	+2%	+$5.91K	﹤0.01%	426
2025 Q1	$281K	Sell	5,551 -2,085	-27%	-$105K	﹤0.01%	410
2024 Q4	$385K	Sell	7,636 -4,770	-38%	-$241K	﹤0.01%	384
2024 Q3	$629K	Hold	12,406	–	–	0.01%	312
2024 Q2	$626K	Hold	12,406	–	–	0.01%	311
2024 Q1	$626K	Hold	12,406	–	–	0.01%	317
2023 Q4	$623K	Hold	12,406	–	–	0.01%	307
2023 Q3	$623K	Buy	+12,406	New	+$622K	0.01%	311

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Williams Jones Wealth Management's JPST Position: Q3 2025 in Review

Williams Jones Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2025, closing a stake of 5,668 shares — an estimated $287K sold.

Williams Jones Wealth Management first reported a position in JPST in Q3 2023 and held it in 8 quarters. The position peaked at $629K in Q3 2024. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Williams Jones Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
Williams Jones Wealth Management sold 5,668 JPMorgan Ultra-Short Income ETF shares in Q3 2025, an estimated $287K.
Williams Jones Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and held it in 8 quarters.
Williams Jones Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $629K in Q3 2024.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

Based on Williams Jones Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.