Buckingham Strategic Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Buckingham Strategic 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 Q2	–	Sell	-17,341	Closed	-$875K	–	825
2024 Q1	$875K	Buy	17,341 +8,617	+99%	+$434K	0.01%	358
2023 Q4	$438K	Buy	+8,724	New	+$438K	0.01%	472
2020 Q4	–	Sell	-9,617	Closed	-$489K	–	555
2020 Q3	$489K	Buy	+9,617	New	+$489K	0.04%	259

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Buckingham Strategic Wealth's JPST Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 17,341 shares — an estimated $875K sold.

Buckingham Strategic Wealth first reported a position in JPST in Q3 2020 and held it in 3 quarters. The position peaked at $875K in Q1 2024. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Buckingham Strategic Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 17,341 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $875K.
Buckingham Strategic Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 3 quarters.
Buckingham Strategic Wealth's JPMorgan Ultra-Short Income ETF position peaked at $875K in Q1 2024.
988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.