Brown Brothers Harriman & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Brown Brothers Harriman & Co’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 Q3	–	Sell	-5,245	Closed	-$265K	–	1451
2024 Q2	$265K	Buy	+5,245	New	+$264K	﹤0.01%	494
2021 Q3	–	Sell	-814	Closed	-$41K	–	1200
2021 Q2	$41K	Hold	814	–	–	﹤0.01%	702
2021 Q1	$41K	Hold	814	–	–	﹤0.01%	677
2020 Q4	$41K	Buy	+814	New	+$41.3K	﹤0.01%	692

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

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

Brown Brothers Harriman & Co's JPST Position: Q3 2024 in Review

Brown Brothers Harriman & Co sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024, closing a stake of 5,245 shares — an estimated $265K sold.

Brown Brothers Harriman & Co first reported a position in JPST in Q4 2020 and held it in 4 quarters. The position peaked at $265K in Q2 2024. 979 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

Brown Brothers Harriman & Co reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2024 after selling out during the quarter.
Brown Brothers Harriman & Co sold 5,245 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $265K.
Brown Brothers Harriman & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 4 quarters.
Brown Brothers Harriman & Co's JPMorgan Ultra-Short Income ETF position peaked at $265K in Q2 2024.
979 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2024, filed 13 Nov 2024.