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Annapolis Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Annapolis Financial Services’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
Q3 		$134K Hold
2,648
– – 0.04% 107
2024
Q2 		$134K Buy
+2,648
New +$133K 0.04% 106

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Annapolis Financial Services's JPST Position: Q3 2024 in Review

Annapolis Financial Services held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2024 at 2,648 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #107.

Annapolis Financial Services first reported a position in JPST in Q2 2024 and has held it in 2 quarters since. 977 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

  • Annapolis Financial Services held 2,648 shares of JPMorgan Ultra-Short Income ETF worth $134K as of Q3 2024.
  • Annapolis Financial Services left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2024.
  • JPMorgan Ultra-Short Income ETF made up 0.04% of Annapolis Financial Services's portfolio in Q3 2024, its #107 holding.
  • Annapolis Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 977 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.