Blackston Financial Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Blackston Financial Advisory Group’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 Q4	–	Sell	-15,862	Closed	-$796K	–	99
2023 Q3	$796K	Buy	15,862 +1,058	+7%	+$53K	0.55%	28
2023 Q2	$742K	Buy	+14,804	New	+$743K	0.53%	25

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Blackston Financial Advisory Group's JPST Position: Q4 2023 in Review

Blackston Financial Advisory Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2023, closing a stake of 15,862 shares — an estimated $796K sold.

Blackston Financial Advisory Group first reported a position in JPST in Q2 2023 and held it in 2 quarters. The position peaked at $796K in Q3 2023. 966 funds tracked by Wall St. Rank hold JPST as of Q4 2023.

Blackston Financial Advisory Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2023 after selling out during the quarter.
Blackston Financial Advisory Group sold 15,862 JPMorgan Ultra-Short Income ETF shares in Q4 2023, an estimated $796K.
Blackston Financial Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and held it in 2 quarters.
Blackston Financial Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $796K in Q3 2023.
966 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2023.

Based on Blackston Financial Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.