Alliance Wealth Advisors (Pennsylvania)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2024 Q1	–	Sell	-4,401	Closed	-$221K	–	137
2023 Q4	$221K	Sell	4,401 -239	-5%	-$12K	0.15%	118
2023 Q3	$233K	Sell	4,640 -782	-14%	-$39.2K	0.17%	116
2023 Q2	$272K	Sell	5,422 -1,355	-20%	-$68K	0.19%	105
2023 Q1	$341K	Sell	6,777 -8,428	-55%	-$424K	0.26%	78
2022 Q4	$762K	Sell	15,205 -67	-0.4%	-$3.36K	0.64%	36
2022 Q3	$766K	Sell	15,272 -6,371	-29%	-$319K	0.71%	33
2022 Q2	$1.08M	Sell	21,643 -5,149	-19%	-$258K	0.94%	26
2022 Q1	$1.35M	Sell	26,792 -3,748	-12%	-$189K	1.12%	23
2021 Q4	$1.54M	Buy	30,540 +4,821	+19%	+$244K	1.26%	23
2021 Q3	$1.3M	Buy	25,719 +3,280	+15%	+$166K	1.15%	24
2021 Q2	$1.14M	Buy	22,439 +2,115	+10%	+$107K	1.02%	29
2021 Q1	$1.03M	Buy	20,324 +7,171	+55%	+$364K	1.02%	28
2020 Q4	$668K	Buy	+13,153	New	+$668K	0.7%	37

Other funds holding JPST

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s JPST Position: Q1 2024 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 4,401 shares — an estimated $221K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in JPST in Q4 2020 and held it in 13 quarters. The position peaked at $1.54M in Q4 2021. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Alliance Wealth Advisors (Pennsylvania) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
Alliance Wealth Advisors (Pennsylvania) sold 4,401 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $221K.
Alliance Wealth Advisors (Pennsylvania) first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 13 quarters.
Alliance Wealth Advisors (Pennsylvania)'s JPMorgan Ultra-Short Income ETF position peaked at $1.54M in Q4 2021.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2024, filed 16 Apr 2024.