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

Birchcreek 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 Q2	–	Sell	-9,439	Closed	-$476K	–	165
2024 Q1	$476K	Buy	9,439 +70	+0.7%	+$3.52K	0.25%	86
2023 Q4	$471K	Sell	9,369 -1,619	-15%	-$81.2K	0.28%	81
2023 Q3	$551K	Sell	10,988 -3,652	-25%	-$183K	0.37%	67
2023 Q2	$734K	Sell	14,640 -2,460	-14%	-$123K	0.51%	53
2023 Q1	$860K	Sell	17,100 -7,431	-30%	-$373K	0.68%	40
2022 Q4	$1.23M	Sell	24,531 -148	-0.6%	-$7.42K	1.09%	24
2022 Q3	$1.24M	Buy	24,679 +1,808	+8%	+$90.6K	1.15%	26
2022 Q2	$1.15M	Buy	22,871 +4,344	+23%	+$218K	1.03%	27
2022 Q1	$931K	Buy	18,527 +11,538	+165%	+$581K	0.82%	31
2021 Q4	$353K	Buy	6,989 +908	+15%	+$45.9K	0.31%	76
2021 Q3	$308K	Buy	6,081 +393	+7%	+$19.9K	0.29%	78
2021 Q2	$289K	Buy	+5,688	New	+$289K	0.28%	83

Other funds holding JPST

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

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

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

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Birchcreek Wealth Management's JPST Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 9,439 shares — an estimated $476K sold.

Birchcreek Wealth Management first reported a position in JPST in Q2 2021 and held it in 12 quarters. The position peaked at $1.24M in Q3 2022. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Birchcreek Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 9,439 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $476K.
Birchcreek Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and held it in 12 quarters.
Birchcreek Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.24M in Q3 2022.
988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.