Ownership history in Financial Security Advisor, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Financial Security Advisor, Inc. reported a position in JPMorgan Ultra-Short Income ETF (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 | REDUCED | 225,546 | -10,776 | -4.6% | 2.22% | $11.5M | $50.25 |
| 2025 Q3 | REDUCED | 236,322 | -9,075 | -3.7% | 2.55% | $12.0M | $49.67 |
| 2025 Q2 | REDUCED | 245,397 | -1,479 | -0.6% | 2.86% | $12.4M | $49.07 |
| 2025 Q1 | REDUCED | 246,876 | -6,104 | -2.4% | 3.17% | $12.5M | $48.47 |
| 2024 Q4 | REDUCED | 252,980 | -16,322 | -6.1% | 3.25% | $12.8M | $47.87 |
| 2024 Q3 | ADDED | 269,302 | +44,786 | +19.9% | 3.40% | $13.7M | $47.44 |
| 2024 Q2 | ADDED | 224,516 | +57,358 | +34.3% | 3.80% | $11.3M | $46.56 |
| 2024 Q1 | ADDED | 167,158 | +51,394 | +44.4% | 2.95% | $8.4M | $45.93 |
| 2023 Q4 | INITIATED | 115,764 | — | — | 2.29% | $5.8M | — |
As of 2025 Q4 — sorted by position size