Westside Investment Management, Inc. JPST holdings history
JPMORGAN ULTRA-SHORT INCOME · CUSIP 46641Q837 · CIK 1538383
As of 2026-06-30, Westside Investment Management, Inc. reported 47.92K JPST (shares), valued at $2.42M, or 0.32% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 29.66%; reported value decreased 29.69%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.32% | 47,920 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 0.53% | 68,129 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 0.58% | 72,169 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 0.60% | 74,055 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 0.69% | 73,618 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 0.95% | 88,450 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 1.35% | 126,818 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 1.43% | 132,275 | SEC filing ↗Filed Nov 20, 2024 |
| Q2 2024 | 1.62% | 140,310 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 1.74% | 143,050 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 1.82% | 141,684 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 1.89% | 131,030 | SEC filing ↗Filed Nov 15, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.89% | 131,030 | $6.58M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 1.82% | 141,684 | $7.12M | Shares increased 8.13%; reported value increased 8.24%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 1.74% | 143,050 | $7.26M | Shares increased 0.96%; reported value increased 2.04%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 1.62% | 140,310 | $7.08M | Shares decreased 1.92%; reported value decreased 2.49%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 1.43% | 132,275 | $6.70M | Shares decreased 5.73%; reported value decreased 5.35%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 20, 2024 |
| Q4 2024 | 1.35% | 126,818 | $6.39M | Shares decreased 4.13%; reported value decreased 4.70%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 0.95% | 88,450 | $4.48M | Shares decreased 30.25%; reported value decreased 29.93%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 0.69% | 73,618 | $3.73M | Shares decreased 16.77%; reported value decreased 16.70%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 0.60% | 74,055 | $3.76M | Shares increased 0.59%; reported value increased 0.71%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 0.58% | 72,169 | $3.65M | Shares decreased 2.55%; reported value decreased 2.77%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 0.53% | 68,129 | $3.45M | Shares decreased 5.60%; reported value decreased 5.61%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 0.32% | 47,920 | $2.42M | Shares decreased 29.66%; reported value decreased 29.69%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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