Aveo Capital Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Aveo Capital 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 Q4	–	Sell	-4,334	Closed	-$220K	–	352
2024 Q3	$220K	Sell	4,334 -117	-3%	-$5.91K	0.02%	323
2024 Q2	$225K	Sell	4,451 -1,445	-25%	-$72.8K	0.03%	294
2024 Q1	$296K	Buy	+5,896	New	+$297K	0.03%	294
2023 Q4	–	Sell	-5,800	Closed	-$291K	–	358
2023 Q3	$291K	Buy	+5,800	New	+$291K	0.04%	268
2023 Q2	–	Sell	-5,279	Closed	-$266K	–	347
2023 Q1	$266K	Sell	5,279 -4,321	-45%	-$217K	0.04%	283
2022 Q4	$481K	Buy	9,600 +3,383	+54%	+$170K	0.07%	194
2022 Q3	$312K	Sell	6,217 -6,088	-49%	-$305K	0.05%	207
2022 Q2	$616K	Buy	+12,305	New	+$617K	0.1%	153
2020 Q4	–	Sell	-4,631	Closed	-$235K	–	126
2020 Q3	$235K	Buy	+4,631	New	+$235K	0.08%	175
2020 Q2	–	Sell	-4,617	Closed	-$229K	–	107
2020 Q1	$229K	Buy	+4,617	New	+$232K	0.11%	136

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aveo Capital Partners's JPST Position: Q4 2024 in Review

Aveo Capital Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 4,334 shares — an estimated $220K sold.

Aveo Capital Partners first reported a position in JPST in Q1 2020 and held it in 10 quarters. The position peaked at $616K in Q2 2022. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Aveo Capital Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Aveo Capital Partners sold 4,334 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $220K.
Aveo Capital Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 10 quarters.
Aveo Capital Partners's JPMorgan Ultra-Short Income ETF position peaked at $616K in Q2 2022.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.