Blue Barn Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Blue Barn Wealth’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 Q1	–	Sell	-11,377	Closed	-$571K	–	143
2023 Q4	$571K	Sell	11,377 -8,597	-43%	-$431K	0.34%	51
2023 Q3	$1M	Buy	19,974 +795	+4%	+$39.8K	0.66%	32
2023 Q2	$962K	Buy	19,179 +3,876	+25%	+$195K	0.62%	32
2023 Q1	$770K	Buy	15,303 +8,886	+138%	+$447K	0.48%	37
2022 Q4	$322K	Sell	6,417 -7,633	-54%	-$383K	0.21%	76
2022 Q3	$705K	Buy	14,050 +1,474	+12%	+$73.9K	0.5%	37
2022 Q2	$630K	Sell	12,576 -3,963	-24%	-$199K	0.48%	40
2022 Q1	$831K	Sell	16,539 -3,080	-16%	-$155K	0.58%	35
2021 Q4	$990K	Buy	+19,619	New	+$992K	0.67%	34

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blue Barn Wealth's JPST Position: Q1 2024 in Review

Blue Barn Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 11,377 shares — an estimated $571K sold.

Blue Barn Wealth first reported a position in JPST in Q4 2021 and held it in 9 quarters. The position peaked at $1M in Q3 2023. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Blue Barn Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
Blue Barn Wealth sold 11,377 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $571K.
Blue Barn Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 9 quarters.
Blue Barn Wealth's JPMorgan Ultra-Short Income ETF position peaked at $1M in Q3 2023.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Blue Barn Wealth's 13F filing for Q1 2024, filed 10 May 2024.