REDMONT WEALTH ADVISORS LLC JPST holdings history
JPMORGAN ULTRA-SHORT INCOME · CUSIP 46641Q837 · CIK 1910482
As of 2025-12-31, REDMONT WEALTH ADVISORS LLC reported 65.76K JPST (shares), valued at $3.33M, or 5.04% of its reported non-derivative portfolio. Filed 2026-02-06.
Verify history & sources →Shares increased 80.22%; reported value increased 79.73%, and weight changed +2.46 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 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | 5.04% | 65,762 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 2.58% | 36,489 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 0.95% | 12,755 | SEC filing ↗Filed Nov 17, 2025 |
| Q1 2025 | 0.75% | 7,587 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 0.46% | 5,239 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 1.25% | 15,960 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 0.44% | 5,579 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 0.21% | 3,000 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 1.64% | 22,363 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.64% | 22,363 | $1.12M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 0.21% | 3,000 | $151.35K | Shares decreased 86.58%; reported value decreased 86.53%, and weight changed -1.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 0.44% | 5,579 | $281.57K | Shares increased 85.97%; reported value increased 86.04%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 1.25% | 15,960 | $809.81K | Shares increased 186.07%; reported value increased 187.60%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 0.46% | 5,239 | $263.89K | Shares decreased 67.17%; reported value decreased 67.41%, and weight changed -0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 0.75% | 7,587 | $384.13K | Shares increased 44.82%; reported value increased 45.57%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 0.95% | 12,755 | $646.42K | Shares increased 68.12%; reported value increased 68.28%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 17, 2025 |
| Q3 2025 | 2.58% | 36,489 | $1.85M | Shares increased 186.08%; reported value increased 186.36%, and weight changed +1.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 5.04% | 65,762 | $3.33M | Shares increased 80.22%; reported value increased 79.73%, and weight changed +2.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.