Amplius Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Amplius Wealth Advisors’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	-4,502	Closed	-$226K	–	183
2023 Q4	$226K	Sell	4,502 -1,834	-29%	-$92K	0.03%	156
2023 Q3	$318K	Sell	6,336 -6,278	-50%	-$315K	0.04%	115
2023 Q2	$632K	Sell	12,614 -2,459	-16%	-$123K	0.09%	85
2023 Q1	$758K	Sell	15,073 -7,438	-33%	-$374K	0.11%	79
2022 Q4	$1.13M	Sell	22,511 -13,771	-38%	-$690K	0.18%	67
2022 Q3	$1.82M	Sell	36,282 -13,359	-27%	-$670K	0.33%	43
2022 Q2	$2.49M	Sell	49,641 -252,605	-84%	-$12.7M	0.4%	42
2022 Q1	$15.2M	Sell	302,246 -349,439	-54%	-$17.6M	2.34%	14
2021 Q4	$32.9M	Buy	+651,685	New	+$33M	4.54%	6

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

Amplius Wealth Advisors's JPST Position: Q1 2024 in Review

Amplius Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 4,502 shares — an estimated $226K sold.

Amplius Wealth Advisors first reported a position in JPST in Q4 2021 and held it in 9 quarters. The position peaked at $32.9M in Q4 2021. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Amplius Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
Amplius Wealth Advisors sold 4,502 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $226K.
Amplius Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 9 quarters.
Amplius Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $32.9M in Q4 2021.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Amplius Wealth Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.