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

Clearwater Capital 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 Q2	–	Sell	-17,274	Closed	-$871K	–	161
2024 Q1	$871K	Sell	17,274 -1,328	-7%	-$66.9K	0.09%	72
2023 Q4	$934K	Buy	18,602 +5,962	+47%	+$299K	0.1%	71
2023 Q3	$634K	Buy	12,640 +70	+0.6%	+$3.51K	0.08%	73
2023 Q2	$630K	Sell	12,570 -1,003	-7%	-$50.3K	0.08%	79
2023 Q1	$683K	Buy	13,573 +486	+4%	+$24.4K	0.08%	74
2022 Q4	$656K	Buy	+13,087	New	+$656K	0.09%	82
2021 Q1	–	Sell	-20,185	Closed	-$1.02M	–	165
2020 Q4	$1.02M	Buy	+20,185	New	+$1.03M	0.14%	71

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Clearwater Capital Advisors's JPST Position: Q2 2024 in Review

Clearwater Capital Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 17,274 shares — an estimated $871K sold.

Clearwater Capital Advisors first reported a position in JPST in Q4 2020 and held it in 7 quarters. The position peaked at $1.02M in Q4 2020. 987 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Clearwater Capital Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
Clearwater Capital Advisors sold 17,274 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $871K.
Clearwater Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 7 quarters.
Clearwater Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.02M in Q4 2020.
987 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Clearwater Capital Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.