Beacon Capital Management LLC (Tennessee)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2023 Q1	–	Sell	-103	Closed	-$5.16K	–	982
2022 Q4	$5.16K	Sell	103 -229	-69%	-$11.5K	﹤0.01%	638
2022 Q3	$16K	Hold	332	–	–	0.01%	390
2022 Q2	$16K	Hold	332	–	–	﹤0.01%	448
2022 Q1	$16K	Buy	+332	New	+$16.7K	﹤0.01%	448

Other funds holding JPST

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

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s JPST Position: Q1 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2023, closing a stake of 103 shares — an estimated $5.16K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in JPST in Q1 2022 and held it in 4 quarters. The position peaked at $16K in Q3 2022. 913 funds tracked by Wall St. Rank hold JPST as of Q1 2023.

Beacon Capital Management LLC (Tennessee) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 103 JPMorgan Ultra-Short Income ETF shares in Q1 2023, an estimated $5.16K.
Beacon Capital Management LLC (Tennessee) first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and held it in 4 quarters.
Beacon Capital Management LLC (Tennessee)'s JPMorgan Ultra-Short Income ETF position peaked at $16K in Q3 2022.
913 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2023, filed 20 Apr 2023.