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Braun-Bostich & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Braun-Bostich & Associates’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
-4,350
Closed -$219K – 129
2024
Q1 		$219K Sell
4,350
-126
-3% -$6.34K 0.18% 118
2023
Q4 		$225K Buy
+4,476
New +$225K 0.2% 112
2023
Q3 		– Sell
-4,814
Closed -$241K – 79
2023
Q2 		$241K Sell
4,814
-218
-4% -$10.9K 0.52% 65
2023
Q1 		$253K Sell
5,032
-488
-9% -$24.5K 0.6% 59
2022
Q4 		$277K Sell
5,520
-2,528
-31% -$127K 0.8% 43
2022
Q3 		$404K Sell
8,048
-24
-0.3% -$1.2K 1.24% 38
2022
Q2 		$404K Sell
8,072
-874
-10% -$43.8K 1.05% 35
2022
Q1 		$450K Buy
+8,946
New +$451K 0.97% 33
2021
Q4 		– Sell
-10,274
Closed -$521K – 129
2021
Q3 		$521K Sell
10,274
-1,455
-12% -$73.8K 0.98% 28
2021
Q2 		$595K Sell
11,729
-2,626
-18% -$133K 1.08% 25
2021
Q1 		$729K Sell
14,355
-5,059
-26% -$257K 1.4% 20
2020
Q4 		$986K Sell
19,414
-72,595
-79% -$3.69M 1.98% 17
2020
Q3 		$4.67M Sell
92,009
-48,844
-35% -$2.48M 4.65% 4
2020
Q2 		$7.14M Sell
140,853
-1,629
-1% -$82K 6.97% 3
2020
Q1 		$7.07M Sell
142,482
-14,952
-9% -$752K 9.01% 2
2019
Q4 		$7.94M Buy
157,434
+20,581
+15% +$1.04M 7.82% 2
2019
Q3 		$6.9M Buy
136,853
+25,814
+23% +$1.3M 8.02% 2
2019
Q2 		$5.59M Buy
111,039
+22,079
+25% +$1.11M 5.85% 2
2019
Q1 		$4.47M Buy
88,960
+56,123
+171% +$2.82M 4.66% 3
2018
Q4 		$1.65M Buy
+32,837
New +$1.65M 1.75% 13

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 $17.8B AUM 24.16% 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

Braun-Bostich & Associates's JPST Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 4,350 shares — an estimated $219K sold.

Braun-Bostich & Associates first reported a position in JPST in Q4 2018 and held it in 20 quarters. The position peaked at $7.94M in Q4 2019. 987 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • Braun-Bostich & Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 4,350 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $219K.
  • Braun-Bostich & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 20 quarters.
  • Braun-Bostich & Associates's JPMorgan Ultra-Short Income ETF position peaked at $7.94M in Q4 2019.
  • 987 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.