Cetera Advisor Networks’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cetera Advisor Networks’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 Q1	$62.7M	Buy	1,242,747 +1,823	+0.1%	+$91.8K	0.31%	67
2023 Q4	$62.3M	Sell	1,240,924 -646,838	-34%	-$32.5M	0.35%	58
2023 Q3	$94.7M	Sell	1,887,762 -69,764	-4%	-$3.5M	0.6%	22
2023 Q2	$98.2M	Buy	1,957,526 +24,420	+1%	+$1.23M	0.68%	17
2023 Q1	$97.3M	Buy	1,933,106 +156,166	+9%	+$7.85M	0.72%	15
2022 Q4	$89.1M	Buy	1,776,940 +407,021	+30%	+$20.4M	0.72%	14
2022 Q3	$68.7M	Buy	1,369,919 +204,771	+18%	+$10.3M	0.85%	12
2022 Q2	$58.4M	Buy	1,165,148 +103,379	+10%	+$5.19M	0.75%	14
2022 Q1	$53.4M	Buy	1,061,769 +513,858	+94%	+$25.9M	0.65%	16
2021 Q4	$27.7M	Sell	547,911 -68,468	-11%	-$3.46M	0.34%	55
2021 Q3	$31.3M	Buy	616,379 +148,217	+32%	+$7.52M	0.42%	38
2021 Q2	$23.8M	Buy	468,162 +196,940	+73%	+$9.99M	0.34%	56
2021 Q1	$13.8M	Buy	271,222 +41,145	+18%	+$2.09M	0.29%	82
2020 Q4	$11.7M	Sell	230,077 -21,161	-8%	-$1.07M	0.27%	92
2020 Q3	$12.8M	Sell	251,238 -28,933	-10%	-$1.47M	0.33%	65
2020 Q2	$14.2M	Buy	280,171 +1,634	+0.6%	+$82.3K	0.38%	52
2020 Q1	$13.8M	Buy	278,537 +33,953	+14%	+$1.71M	0.46%	49
2019 Q4	$12.3M	Buy	244,584 +27,406	+13%	+$1.38M	0.33%	64
2019 Q3	$10.9M	Buy	217,178 +35,403	+19%	+$1.79M	0.33%	64
2019 Q2	$9.16M	Buy	181,775 +72,338	+66%	+$3.64M	0.28%	78
2019 Q1	$5.51M	Buy	109,437 +29,367	+37%	+$1.48M	0.18%	117
2018 Q4	$4.01M	Buy	80,070 +73,994	+1,218%	+$3.71M	0.16%	132
2018 Q3	$305K	Buy	+6,076	New	+$305K	0.01%	860

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Advisor Networks's JPST Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.15% in Q1 2024, buying an estimated $91.8K and bringing the position to 1,242,747 shares worth $62.7M. The position accounts for 0.31% of the portfolio, ranked #67.

Cetera Advisor Networks first reported a position in JPST in Q3 2018 and has held it in 23 quarters since. The position peaked at $98.2M in Q2 2023. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Cetera Advisor Networks held 1,242,747 shares of JPMorgan Ultra-Short Income ETF worth $62.7M as of Q1 2024.
Cetera Advisor Networks bought 1,823 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $91.8K.
JPMorgan Ultra-Short Income ETF made up 0.31% of Cetera Advisor Networks's portfolio in Q1 2024, its #67 holding.
Cetera Advisor Networks first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 23 quarters since.
Cetera Advisor Networks's JPMorgan Ultra-Short Income ETF position peaked at $98.2M in Q2 2023.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.