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

Column 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
2023 Q3	$250K	Hold	4,989	–	–	0.04%	129
2023 Q2	$250K	Hold	4,989	–	–	0.04%	123
2023 Q1	$251K	Hold	4,989	–	–	0.04%	119
2022 Q4	$250K	Sell	4,989 -30,247	-86%	-$1.52M	0.04%	105
2022 Q3	$1.77M	Sell	35,236 -8,700	-20%	-$436K	0.37%	37
2022 Q2	$2.2M	Buy	43,936 +20,536	+88%	+$1.03M	0.42%	31
2022 Q1	$1.18M	Buy	23,400 +15,900	+212%	+$801K	0.22%	45
2021 Q4	$379K	Sell	7,500 -76,950	-91%	-$3.89M	0.07%	87
2021 Q3	$4.28M	Sell	84,450 -12,350	-13%	-$626K	0.9%	20
2021 Q2	$4.91M	Sell	96,800 -14,900	-13%	-$756K	1.03%	19
2021 Q1	$5.67M	Buy	111,700 +7,300	+7%	+$371K	1.27%	17
2020 Q4	$5.3M	Buy	104,400 +64,650	+163%	+$3.28M	1.33%	16
2020 Q3	$2.02M	Buy	+39,750	New	+$2.02M	0.62%	22

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Column Capital Advisors's JPST Position: Q3 2023 in Review

Column Capital Advisors held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2023 at 4,989 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #129.

Column Capital Advisors first reported a position in JPST in Q3 2020 and has held it in 13 quarters since. The position peaked at $5.67M in Q1 2021. 964 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

Column Capital Advisors held 4,989 shares of JPMorgan Ultra-Short Income ETF worth $250K as of Q3 2023.
Column Capital Advisors left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2023.
JPMorgan Ultra-Short Income ETF made up 0.04% of Column Capital Advisors's portfolio in Q3 2023, its #129 holding.
Column Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 13 quarters since.
Column Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $5.67M in Q1 2021.
964 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.