Consolidated Planning Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Consolidated Planning Corp’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	-6,673	Closed	-$335K	–	190
2023 Q4	$335K	Hold	6,673	–	–	0.06%	118
2023 Q3	$335K	Hold	6,673	–	–	0.07%	118
2023 Q2	$335K	Hold	6,673	–	–	0.07%	131
2023 Q1	$336K	Hold	6,673	–	–	0.09%	93
2022 Q4	$335K	Hold	6,673	–	–	0.09%	94
2022 Q3	$335K	Sell	6,673 -637	-9%	-$31.9K	0.1%	89
2022 Q2	$366K	Buy	+7,310	New	+$367K	0.11%	88

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Consolidated Planning Corp's JPST Position: Q1 2024 in Review

Consolidated Planning Corp sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 6,673 shares — an estimated $335K sold.

Consolidated Planning Corp first reported a position in JPST in Q2 2022 and held it in 7 quarters. The position peaked at $366K in Q2 2022. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Consolidated Planning Corp reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
Consolidated Planning Corp sold 6,673 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $335K.
Consolidated Planning Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 7 quarters.
Consolidated Planning Corp's JPMorgan Ultra-Short Income ETF position peaked at $366K in Q2 2022.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Consolidated Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.