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Benjamin F. Edwards & Company’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$1.72M Buy
33,991
+1,440
+4% +$72.5K 0.03% 404
2024
Q1 		$1.64M Sell
32,551
-3,212
-9% -$162K 0.03% 396
2023
Q4 		$1.8M Buy
35,763
+8,236
+30% +$413K 0.04% 365
2023
Q3 		$1.38M Sell
27,527
-32,819
-54% -$1.64M 0.05% 301
2023
Q2 		$3.03M Sell
60,346
-5,772
-9% -$290K 0.12% 178
2023
Q1 		$3.33M Sell
66,118
-3,073
-4% -$154K 0.14% 152
2022
Q4 		$3.47M Buy
69,191
+14,613
+27% +$732K 0.16% 142
2022
Q3 		$2.74M Sell
54,578
-78,290
-59% -$3.92M 0.14% 156
2022
Q2 		$6.66M Buy
132,868
+117,717
+777% +$5.91M 0.32% 77
2022
Q1 		$762K Sell
15,151
-814
-5% -$41K 0.03% 388
2021
Q4 		$806K Sell
15,965
-6,389
-29% -$323K 0.04% 383
2021
Q3 		$1.13M Buy
22,354
+172
+0.8% +$8.72K 0.06% 309
2021
Q2 		$1.13M Sell
22,182
-5,949
-21% -$302K 0.06% 308
2021
Q1 		$1.43M Buy
28,131
+10,833
+63% +$550K 0.08% 264
2020
Q4 		$879K Buy
17,298
+741
+4% +$37.6K 0.05% 327
2020
Q3 		$841K Buy
16,557
+7,190
+77% +$365K 0.06% 300
2020
Q2 		$475K Buy
9,367
+356
+4% +$17.9K 0.03% 377
2020
Q1 		$448K Sell
9,011
-5,106
-36% -$257K 0.04% 340
2019
Q4 		$712K Sell
14,117
-41,773
-75% -$2.11M 0.05% 321
2019
Q3 		$2.82M Buy
55,890
+43,744
+360% +$2.21M 0.22% 114
2019
Q2 		$612K Sell
12,146
-2,820
-19% -$142K 0.05% 324
2019
Q1 		$753K Sell
14,966
-79,575
-84% -$4M 0.07% 277
2018
Q4 		$4.74M Buy
94,541
+44,246
+88% +$2.22M 0.49% 47
2018
Q3 		$2.52M Buy
+50,295
New +$2.52M 0.24% 104

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Benjamin F. Edwards & Company's JPST Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.4% in Q2 2024, buying an estimated $72.5K and bringing the position to 33,991 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #404.

Benjamin F. Edwards & Company first reported a position in JPST in Q3 2018 and has held it in 24 quarters since. The position peaked at $6.66M in Q2 2022. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • Benjamin F. Edwards & Company held 33,991 shares of JPMorgan Ultra-Short Income ETF worth $1.72M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 1,440 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $72.5K.
  • JPMorgan Ultra-Short Income ETF made up 0.03% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #404 holding.
  • Benjamin F. Edwards & Company first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 24 quarters since.
  • Benjamin F. Edwards & Company's JPMorgan Ultra-Short Income ETF position peaked at $6.66M in Q2 2022.
  • 988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.