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Beaird Harris Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Beaird Harris Wealth Management’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
-1
Closed -$30 – 521
2024
Q3 		$30 Buy
+1
New +$51 ﹤0.01% 508
2022
Q4 		– Sell
-1,688
Closed -$85K – 756
2022
Q3 		$85K Buy
+1,688
New +$84.6K 0.02% 125

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Beaird Harris Wealth Management's JPST Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 1 share — an estimated $30 sold.

Beaird Harris Wealth Management first reported a position in JPST in Q3 2022 and held it in 2 quarters. The position peaked at $85K in Q3 2022. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • Beaird Harris Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 JPMorgan Ultra-Short Income ETF share in Q4 2024, an estimated $30.
  • Beaird Harris Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $85K in Q3 2022.
  • 1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.