Ownership history in American Trust · 12 quarters on record
This page tracks every 13F SEC filing in which American Trust reported a position in JP MORGAN ULTRA SHORT INCOME ET (JPST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 525,224 | +1,726 | +0.3% | 2.23% | $26.6M | $50.25 |
| 2025 Q3 | ADDED | 523,498 | +6,141 | +1.2% | 2.24% | $26.6M | $49.67 |
| 2025 Q2 | ADDED | 517,357 | +452,484 | +697.5% | 2.47% | $26.2M | $49.07 |
| 2025 Q1 | REDUCED | 64,873 | -427,902 | -86.8% | 0.81% | $3.3M | $48.47 |
| 2024 Q4 | ADDED | 492,775 | +7,883 | +1.6% | 1.89% | $24.8M | $47.87 |
| 2024 Q3 | REDUCED | 484,892 | -10,979 | -2.2% | 2.03% | $24.6M | $47.44 |
| 2024 Q2 | ADDED | 495,871 | +439,588 | +781.0% | 2.05% | $25.0M | $46.56 |
| 2024 Q1 | REDUCED | 56,283 | -15,485 | -21.6% | 0.24% | $2.8M | $45.93 |
| 2023 Q4 | ADDED | 71,768 | +3,983 | +5.9% | 0.27% | $3.6M | $45.33 |
| 2023 Q3 | ADDED | 67,785 | +60,676 | +853.5% | 0.26% | $3.4M | $44.49 |
As of 2025 Q4 — sorted by position size