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

Cetera Advisors’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 		$20.1M Buy
399,336
+40,720
+11% +$2.05M 0.16% 129
2023
Q4 		$18M Sell
358,616
-153,568
-30% -$7.71M 0.25% 87
2023
Q3 		$25.7M Buy
512,184
+222,139
+77% +$11.1M 0.4% 47
2023
Q2 		$14.5M Sell
290,045
-120,452
-29% -$6.05M 0.23% 100
2023
Q1 		$20.7M Buy
410,497
+49,107
+14% +$2.47M 0.34% 59
2022
Q4 		$18.1M Buy
361,390
+228,770
+173% +$11.5M 0.33% 66
2022
Q3 		$6.65M Sell
132,620
-185,084
-58% -$9.28M 0.18% 132
2022
Q2 		$15.9M Buy
317,704
+14,208
+5% +$713K 0.36% 51
2022
Q1 		$15.3M Sell
303,496
-248,214
-45% -$12.5M 0.3% 69
2021
Q4 		$27.9M Sell
551,710
-14,840
-3% -$751K 0.56% 28
2021
Q3 		$28.7M Sell
566,550
-17,265
-3% -$876K 0.56% 26
2021
Q2 		$29.6M Sell
583,815
-27,659
-5% -$1.4M 0.7% 18
2021
Q1 		$31M Buy
611,474
+6,606
+1% +$335K 0.85% 13
2020
Q4 		$30.7M Buy
604,868
+108,062
+22% +$5.49M 0.98% 12
2020
Q3 		$25.2M Buy
496,806
+336,331
+210% +$17.1M 0.95% 12
2020
Q2 		$8.14M Buy
160,475
+102,448
+177% +$5.16M 0.35% 54
2020
Q1 		$2.88M Buy
58,027
+12,929
+29% +$650K 0.15% 146
2019
Q4 		$2.27M Buy
45,098
+9,335
+26% +$471K 0.1% 209
2019
Q3 		$1.8M Sell
35,763
-3,627
-9% -$183K 0.08% 237
2019
Q2 		$1.98M Sell
39,390
-13,450
-25% -$678K 0.09% 217
2019
Q1 		$2.65M Buy
52,840
+4,565
+9% +$229K 0.13% 153
2018
Q4 		$2.42M Buy
48,275
+24,415
+102% +$1.23M 0.14% 153
2018
Q3 		$1.19M Buy
23,860
+19,201
+412% +$964K 0.06% 305
2018
Q2 		$233K Sell
4,659
-40
-0.9% -$2K 0.01% 760
2018
Q1 		$235K Buy
+4,699
New +$235K 0.01% 686

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Advisors's JPST Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q1 2024, buying an estimated $2.05M and bringing the position to 399,336 shares worth $20.1M. The position accounts for 0.16% of the portfolio, ranked #129.

Cetera Advisors first reported a position in JPST in Q1 2018 and has held it in 25 quarters since. The position peaked at $31M in Q1 2021. 953 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

  • Cetera Advisors held 399,336 shares of JPMorgan Ultra-Short Income ETF worth $20.1M as of Q1 2024.
  • Cetera Advisors bought 40,720 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $2.05M.
  • JPMorgan Ultra-Short Income ETF made up 0.16% of Cetera Advisors's portfolio in Q1 2024, its #129 holding.
  • Cetera Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2018 and has held it in 25 quarters since.
  • Cetera Advisors's JPMorgan Ultra-Short Income ETF position peaked at $31M in Q1 2021.
  • 953 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

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