Anderson Hoagland & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Anderson Hoagland & Co’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	-4,215	Closed	-$212K	–	135
2023 Q4	$212K	Sell	4,215 -5,172	-55%	-$260K	0.03%	119
2023 Q3	$471K	Buy	+9,387	New	+$470K	0.06%	110
2023 Q2	–	Sell	-47,823	Closed	-$2.41M	–	124
2023 Q1	$2.41M	Sell	47,823 -6,364	-12%	-$320K	0.35%	76
2022 Q4	$2.73M	Sell	54,187 -41,562	-43%	-$2.08M	0.4%	72
2022 Q3	$4.8M	Buy	95,749 +176	+0.2%	+$8.82K	0.77%	40
2022 Q2	$4.78M	Sell	95,573 -14,037	-13%	-$704K	0.72%	40
2022 Q1	$5.51M	Sell	109,610 -518	-0.5%	-$26.1K	0.71%	42
2021 Q4	$5.56M	Buy	110,128 +17,167	+18%	+$868K	0.73%	40
2021 Q3	$4.71M	Buy	92,961 +13,494	+17%	+$684K	0.6%	46
2021 Q2	$4.03M	Sell	79,467 -15,456	-16%	-$784K	0.51%	51
2021 Q1	$4.82M	Sell	94,923 -4,435	-4%	-$225K	0.68%	45
2020 Q4	$5.05M	Buy	+99,358	New	+$5.05M	0.8%	39

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

Anderson Hoagland & Co's JPST Position: Q1 2024 in Review

Anderson Hoagland & Co sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 4,215 shares — an estimated $212K sold.

Anderson Hoagland & Co first reported a position in JPST in Q4 2020 and held it in 12 quarters. The position peaked at $5.56M in Q4 2021. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Anderson Hoagland & Co reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
Anderson Hoagland & Co sold 4,215 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $212K.
Anderson Hoagland & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 12 quarters.
Anderson Hoagland & Co's JPMorgan Ultra-Short Income ETF position peaked at $5.56M in Q4 2021.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Anderson Hoagland & Co's 13F filing for Q1 2024, filed 12 Apr 2024.