Clarity Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Clarity Financial’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 Q4	–	Sell	-60,007	Closed	-$3.04M	–	144
2024 Q3	$3.04M	Buy	+60,007	New	+$3.03M	0.35%	44
2024 Q2	–	Sell	-5,917	Closed	-$299K	–	127
2024 Q1	$299K	Buy	+5,917	New	+$298K	0.05%	97
2022 Q3	–	Sell	-336,638	Closed	-$16.9M	–	93
2022 Q2	$16.9M	Buy	+336,638	New	+$16.9M	3.66%	5
2021 Q4	–	Sell	-9,250	Closed	-$469K	–	109
2021 Q3	$469K	Buy	9,250 +4,950	+115%	+$251K	0.08%	71
2021 Q2	$218K	Buy	+4,300	New	+$218K	0.04%	101

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Clarity Financial's JPST Position: Q4 2024 in Review

Clarity Financial sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 60,007 shares — an estimated $3.04M sold.

Clarity Financial first reported a position in JPST in Q2 2021 and held it in 5 quarters. The position peaked at $16.9M in Q2 2022. 1,077 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Clarity Financial reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Clarity Financial sold 60,007 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $3.04M.
Clarity Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and held it in 5 quarters.
Clarity Financial's JPMorgan Ultra-Short Income ETF position peaked at $16.9M in Q2 2022.
1,077 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.