Bragg Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bragg Financial 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
2023 Q3	–	Sell	-11,937	Closed	-$599K	–	321
2023 Q2	$599K	Hold	11,937	–	–	0.03%	235
2023 Q1	$601K	Buy	+11,937	New	+$600K	0.04%	230

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bragg Financial Advisors's JPST Position: Q3 2023 in Review

Bragg Financial Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 11,937 shares — an estimated $599K sold.

Bragg Financial Advisors first reported a position in JPST in Q1 2023 and held it in 2 quarters. The position peaked at $601K in Q1 2023. 963 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

Bragg Financial Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
Bragg Financial Advisors sold 11,937 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $599K.
Bragg Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 2 quarters.
Bragg Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $601K in Q1 2023.
963 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on Bragg Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.