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Avantax Planning Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Avantax Planning Partners’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
-12,875
Closed -$647K – 469
2023
Q4 		$647K Sell
12,875
-2,871
-18% -$144K 0.02% 211
2023
Q3 		$790K Sell
15,746
-2,692
-15% -$135K 0.03% 182
2023
Q2 		$924K Sell
18,438
-97
-0.5% -$4.87K 0.04% 168
2023
Q1 		$933K Buy
18,535
+1,098
+6% +$55.2K 0.04% 173
2022
Q4 		$874K Sell
17,437
-466
-3% -$23.4K 0.03% 181
2022
Q3 		$898K Buy
17,903
+1,994
+13% +$100K 0.04% 162
2022
Q2 		$797K Sell
15,909
-1,041
-6% -$52.2K 0.03% 178
2022
Q1 		$852K Sell
16,950
-1,000
-6% -$50.4K 0.03% 175
2021
Q4 		$906K Sell
17,950
-741
-4% -$37.5K 0.04% 166
2021
Q3 		$948K Sell
18,691
-39
-0.2% -$1.98K 0.04% 146
2021
Q2 		$950K Buy
18,730
+2,143
+13% +$109K 0.04% 140
2021
Q1 		$842K Buy
+16,587
New +$842K 0.04% 143
2020
Q4 		– Sell
-14,238
Closed -$723K – 299
2020
Q3 		$723K Sell
14,238
-5,275
-27% -$268K 0.04% 150
2020
Q2 		$990K Buy
19,513
+13,851
+245% +$698K 0.06% 120
2020
Q1 		$281K Sell
5,662
-86
-1% -$4.32K 0.02% 213
2019
Q4 		$290K Sell
5,748
-309
-5% -$15.6K 0.02% 237
2019
Q3 		$305K Buy
6,057
+56
+0.9% +$2.83K 0.02% 229
2019
Q2 		$303K Sell
6,001
-4,441
-43% -$224K 0.02% 229
2019
Q1 		$525K Buy
10,442
+2,098
+25% +$105K 0.04% 157
2018
Q4 		$418K Buy
8,344
+7,303
+702% +$367K 0.03% 161
2018
Q3 		$52K Buy
+1,041
New +$52.3K ﹤0.01% 478

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avantax Planning Partners's JPST Position: Q1 2024 in Review

Avantax Planning Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 12,875 shares — an estimated $647K sold.

Avantax Planning Partners first reported a position in JPST in Q3 2018 and held it in 21 quarters. The position peaked at $990K in Q2 2020. 953 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

  • Avantax Planning Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 12,875 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $647K.
  • Avantax Planning Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 21 quarters.
  • Avantax Planning Partners's JPMorgan Ultra-Short Income ETF position peaked at $990K in Q2 2020.
  • 953 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Avantax Planning Partners's 13F filing for Q1 2024, filed 3 May 2024.