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JPST icon

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return