Clean Yield Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Clean Yield 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 Q4	–	Sell	-1,022	Closed	-$51.2K	–	380
2023 Q3	$51.2K	Hold	1,022	–	–	0.02%	224
2023 Q2	$51.2K	Buy	+1,022	New	+$51.3K	0.02%	235

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 $15.5B AUM 18.35% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clean Yield Group's JPST Position: Q4 2023 in Review

Clean Yield Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2023, closing a stake of 1,022 shares — an estimated $51.2K sold.

Clean Yield Group first reported a position in JPST in Q2 2023 and held it in 2 quarters. The position peaked at $51.2K in Q2 2023. 966 funds tracked by Wall St. Rank hold JPST as of Q4 2023.

Clean Yield Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2023 after selling out during the quarter.
Clean Yield Group sold 1,022 JPMorgan Ultra-Short Income ETF shares in Q4 2023, an estimated $51.2K.
Clean Yield Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and held it in 2 quarters.
Clean Yield Group's JPMorgan Ultra-Short Income ETF position peaked at $51.2K in Q2 2023.
966 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2023.

Based on Clean Yield Group's 13F filing for Q4 2023, filed 24 Jan 2024.