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

Compass Ion 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 		– Sell
-6,284
Closed -$316K – 236
2023
Q4 		$316K Buy
6,284
+82
+1% +$4.12K 0.05% 178
2023
Q3 		$311K Buy
+6,202
New +$311K 0.05% 174

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Compass Ion Advisors's JPST Position: Q1 2024 in Review

Compass Ion Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 6,284 shares — an estimated $316K sold.

Compass Ion Advisors first reported a position in JPST in Q3 2023 and held it in 2 quarters. The position peaked at $316K in Q4 2023. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

  • Compass Ion Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
  • Compass Ion Advisors sold 6,284 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $316K.
  • Compass Ion Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and held it in 2 quarters.
  • Compass Ion Advisors's JPMorgan Ultra-Short Income ETF position peaked at $316K in Q4 2023.
  • 952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Compass Ion Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.