Coulter & Justus Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Coulter & Justus Financial Services’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	$6.8M	Buy	+134,784	New	+$6.79M	1.51%	28

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

Coulter & Justus Financial Services's JPST Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024: 134,784 shares worth $6.8M. The stake represents 1.51% of the portfolio and ranks #28 among its holdings.

952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Coulter & Justus Financial Services held 134,784 shares of JPMorgan Ultra-Short Income ETF worth $6.8M as of Q1 2024.
JPMorgan Ultra-Short Income ETF was a new Coulter & Justus Financial Services position in Q1 2024.
JPMorgan Ultra-Short Income ETF made up 1.51% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #28 holding.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.