Carlsbad Wealth Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Carlsbad Wealth Advisory Group’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 Q2	$212K	Buy	+4,234	New	+$212K	0.14%	41

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Carlsbad Wealth Advisory Group's JPST Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023: 4,234 shares worth $212K. The stake represents 0.14% of the portfolio and ranks #41 among its holdings.

949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Carlsbad Wealth Advisory Group held 4,234 shares of JPMorgan Ultra-Short Income ETF worth $212K as of Q2 2023.
JPMorgan Ultra-Short Income ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
JPMorgan Ultra-Short Income ETF made up 0.14% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #41 holding.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.