Beck Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Beck Capital 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
2023 Q3	–	Sell	-32,199	Closed	-$1.61M	–	112
2023 Q2	$1.61M	Buy	+32,199	New	+$1.62M	0.64%	64
2020 Q2	–	Sell	-4,690	Closed	-$233K	–	90
2020 Q1	$233K	Buy	+4,690	New	+$236K	0.21%	57
2019 Q4	–	Sell	-4,926	Closed	-$248K	–	111
2019 Q3	$248K	Buy	+4,926	New	+$249K	0.13%	82

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Beck Capital Management's JPST Position: Q3 2023 in Review

Beck Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 32,199 shares — an estimated $1.61M sold.

Beck Capital Management first reported a position in JPST in Q3 2019 and held it in 3 quarters. The position peaked at $1.61M in Q2 2023. 964 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

Beck Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
Beck Capital Management sold 32,199 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $1.61M.
Beck Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and held it in 3 quarters.
Beck Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $1.61M in Q2 2023.
964 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on Beck Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.