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Covestor’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Covestor’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
-36
Closed -$2K – 2485
2024
Q1 		$2K Buy
36
+10
+38% +$503 ﹤0.01% 1858
2023
Q4 		$1K Sell
26
-17
-40% -$853 ﹤0.01% 1989
2023
Q3 		$2K Buy
43
+14
+48% +$701 ﹤0.01% 1826
2023
Q2 		$1K Hold
29
– – ﹤0.01% 1967
2023
Q1 		$1K Sell
29
-90
-76% -$4.52K ﹤0.01% 1863
2022
Q4 		$6K Sell
119
-79
-40% -$3.96K ﹤0.01% 1517
2022
Q3 		$10K Buy
198
+32
+19% +$1.6K 0.01% 1262
2022
Q2 		$8K Sell
166
-43
-21% -$2.16K 0.01% 1287
2022
Q1 		$11K Buy
209
+1
+0.5% +$50 0.01% 1282
2021
Q4 		$11K Buy
+208
New +$10.5K 0.02% 990

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Covestor's JPST Position: Q2 2024 in Review

Covestor sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 36 shares — an estimated $2K sold.

Covestor first reported a position in JPST in Q4 2021 and held it in 10 quarters. The position peaked at $11K in Q1 2022. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • Covestor reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • Covestor sold 36 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $2K.
  • Covestor first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 10 quarters.
  • Covestor's JPMorgan Ultra-Short Income ETF position peaked at $11K in Q1 2022.
  • 988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Covestor's 13F filing for Q2 2024, filed 9 Aug 2024.