BBJS Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BBJS Financial 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 Q3	–	Sell	-1	Closed	-$36	–	154
2024 Q2	$36	Hold	1	–	–	﹤0.01%	172
2024 Q1	$35	Sell	1 -1,030	-100%	-$51.9K	﹤0.01%	138
2023 Q4	$51.8K	Buy	1,031 +507	+97%	+$25.4K	0.02%	65
2023 Q3	$26.3K	Sell	524 -487	-48%	-$24.4K	0.01%	78
2023 Q2	$50.7K	Sell	1,011 -11,889	-92%	-$597K	0.02%	64
2023 Q1	$649K	Sell	12,900 -300	-2%	-$15.1K	0.26%	35
2022 Q4	$662K	Buy	+13,200	New	+$662K	0.3%	32

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BBJS Financial Advisors's JPST Position: Q3 2024 in Review

BBJS Financial Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024, closing a stake of 1 share — an estimated $36 sold.

BBJS Financial Advisors first reported a position in JPST in Q4 2022 and held it in 7 quarters. The position peaked at $662K in Q4 2022. 977 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

BBJS Financial Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2024 after selling out during the quarter.
BBJS Financial Advisors sold 1 JPMorgan Ultra-Short Income ETF share in Q3 2024, an estimated $36.
BBJS Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 7 quarters.
BBJS Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $662K in Q4 2022.
977 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.