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

Benchmark 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
2023 Q2	–	Sell	-4,076	Closed	-$205K	–	50
2023 Q1	$205K	Sell	4,076 -3,868	-49%	-$194K	0.13%	50
2022 Q4	$398K	Sell	7,944 -869	-10%	-$43.6K	0.29%	35
2022 Q3	$442K	Sell	8,813 -1,592	-15%	-$79.8K	0.35%	28
2022 Q2	$521K	Buy	10,405 +1,492	+17%	+$74.9K	0.38%	27
2022 Q1	$448K	Buy	+8,913	New	+$449K	0.3%	26

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

HWM

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

Benchmark Wealth Management's JPST Position: Q2 2023 in Review

Benchmark Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 4,076 shares — an estimated $205K sold.

Benchmark Wealth Management first reported a position in JPST in Q1 2022 and held it in 5 quarters. The position peaked at $521K in Q2 2022. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Benchmark Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
Benchmark Wealth Management sold 4,076 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $205K.
Benchmark Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and held it in 5 quarters.
Benchmark Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $521K in Q2 2022.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Benchmark Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.