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Biechele Royce Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Biechele Royce Advisors’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 		– Sell
-4,797
Closed -$243K – 60
2024
Q1 		$243K Hold
4,797
– – 0.08% 51
2023
Q4 		$241K Sell
4,797
-234
-5% -$11.7K 0.08% 57
2023
Q3 		$252K Sell
5,031
-620
-11% -$31.1K 0.09% 56
2023
Q2 		$284K Sell
5,651
-1,859
-25% -$93.3K 0.1% 54
2023
Q1 		$377K Sell
7,510
-730
-9% -$36.7K 0.14% 48
2022
Q4 		$413K Buy
8,240
+3,500
+74% +$175K 0.17% 45
2022
Q3 		$237K Sell
4,740
-1,050
-18% -$52.6K 0.11% 54
2022
Q2 		$290K Sell
5,790
-1,195
-17% -$60K 0.13% 45
2022
Q1 		$351K Sell
6,985
-1,930
-22% -$97.2K 0.14% 44
2021
Q4 		$450K Hold
8,915
– – 0.18% 42
2021
Q3 		$452K Sell
8,915
-1,965
-18% -$99.7K 0.2% 40
2021
Q2 		$552K Buy
10,880
+3,495
+47% +$177K 0.24% 39
2021
Q1 		$375K Buy
7,385
+2,415
+49% +$123K 0.19% 39
2020
Q4 		$252K Sell
4,970
-155
-3% -$7.87K 0.14% 41
2020
Q3 		$260K Buy
+5,125
New +$260K 0.16% 39
2020
Q1 		– Sell
-4,298
Closed -$217K – 43
2019
Q4 		$217K Buy
4,298
+258
+6% +$13K 0.13% 38
2019
Q3 		$204K Sell
4,040
-1,805
-31% -$91.1K 0.13% 39
2019
Q2 		$295K Buy
5,845
+225
+4% +$11.3K 0.19% 35
2019
Q1 		$283K Sell
5,620
-1,000
-15% -$50.3K 0.18% 40
2018
Q4 		$332K Buy
6,620
+460
+7% +$23.1K 0.24% 41
2018
Q3 		$309K Sell
6,160
-920
-13% -$46.2K 0.19% 43
2018
Q2 		$355K Buy
+7,080
New +$355K 0.24% 43

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

Biechele Royce Advisors's JPST Position: Q2 2024 in Review

Biechele Royce Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 4,797 shares — an estimated $243K sold.

Biechele Royce Advisors first reported a position in JPST in Q2 2018 and held it in 22 quarters. The position peaked at $552K in Q2 2021. 987 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • Biechele Royce Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • Biechele Royce Advisors sold 4,797 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $243K.
  • Biechele Royce Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and held it in 22 quarters.
  • Biechele Royce Advisors's JPMorgan Ultra-Short Income ETF position peaked at $552K in Q2 2021.
  • 987 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Biechele Royce Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.