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Cedar Brook Financial Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cedar Brook Financial Partners’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
-16,445
Closed -$830K – 231
2024
Q1 		$830K Buy
16,445
+2,814
+21% +$142K 0.16% 146
2023
Q4 		$686K Buy
13,631
+3,084
+29% +$155K 0.15% 150
2023
Q3 		$529K Sell
10,547
-633
-6% -$31.7K 0.14% 166
2023
Q2 		$561K Buy
11,180
+6,004
+116% +$301K 0.13% 162
2023
Q1 		$260K Sell
5,176
-769
-13% -$38.6K 0.07% 293
2022
Q4 		$298K Sell
5,945
-1,656
-22% -$83K 0.08% 269
2022
Q3 		$381K Sell
7,601
-3,996
-34% -$200K 0.12% 196
2022
Q2 		$581K Buy
11,597
+3,747
+48% +$188K 0.18% 141
2022
Q1 		$395K Buy
+7,850
New +$395K 0.1% 218
2021
Q4 		– Sell
-4,865
Closed -$247K – 387
2021
Q3 		$247K Sell
4,865
-4,391
-47% -$223K 0.07% 282
2021
Q2 		$470K Buy
9,256
+1,956
+27% +$99.2K 0.14% 186
2021
Q1 		$371K Sell
7,300
-2,078
-22% -$106K 0.13% 185
2020
Q4 		$476K Buy
9,378
+721
+8% +$36.6K 0.17% 146
2020
Q3 		$440K Sell
8,657
-2,113
-20% -$107K 0.17% 153
2020
Q2 		$546K Buy
10,770
+3,525
+49% +$178K 0.24% 121
2020
Q1 		$360K Sell
7,245
-480
-6% -$24.1K 0.2% 149
2019
Q4 		$390K Sell
7,725
-423
-5% -$21.4K 0.17% 167
2019
Q3 		$411K Buy
8,148
+1,184
+17% +$59.7K 0.18% 171
2019
Q2 		$351K Sell
6,964
-3,087
-31% -$156K 0.16% 179
2019
Q1 		$506K Buy
10,051
+4,833
+93% +$243K 0.25% 135
2018
Q4 		$262K Buy
+5,218
New +$262K 0.16% 185

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cedar Brook Financial Partners's JPST Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 16,445 shares — an estimated $830K sold.

Cedar Brook Financial Partners first reported a position in JPST in Q4 2018 and held it in 21 quarters. The position peaked at $830K in Q1 2024. 989 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 16,445 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $830K.
  • Cedar Brook Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 21 quarters.
  • Cedar Brook Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $830K in Q1 2024.
  • 989 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.