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

Accel 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
2023 Q2	–	Sell	-1,029	Closed	-$51.8K	–	538
2023 Q1	$51.8K	Hold	1,029	–	–	0.02%	471
2022 Q4	$51.6K	Hold	1,029	–	–	0.02%	354
2022 Q3	$52K	Sell	1,029 -150	-13%	-$7.52K	0.03%	353
2022 Q2	$59K	Hold	1,179	–	–	0.03%	319
2022 Q1	$59K	Sell	1,179 -800	-40%	-$40.3K	0.03%	338
2021 Q4	$100K	Sell	1,979 -119	-6%	-$6.02K	0.05%	257
2021 Q3	$106K	Hold	2,098	–	–	0.07%	216
2021 Q2	$106K	Sell	2,098 -70	-3%	-$3.55K	0.07%	228
2021 Q1	$110K	Hold	2,168	–	–	0.09%	202
2020 Q4	$110K	Buy	+2,168	New	+$110K	0.1%	193

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Accel Wealth Management's JPST Position: Q2 2023 in Review

Accel Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 1,029 shares — an estimated $51.8K sold.

Accel Wealth Management first reported a position in JPST in Q4 2020 and held it in 10 quarters. The position peaked at $110K in Q1 2021. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Accel Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,029 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $51.8K.
Accel Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $110K in Q1 2021.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.