CGA
JPST icon

Crescent Grove Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Crescent Grove 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
Q2 		– Sell
-11,243
Closed -$567K – 299
2024
Q1 		$567K Hold
11,243
– – 0.06% 169
2023
Q4 		$568K Sell
11,243
-10,222
-48% -$513K 0.06% 159
2023
Q3 		$1.08M Buy
+21,465
New +$1.08M 0.13% 106
2023
Q2 		– Sell
-15,945
Closed -$802K – 301
2023
Q1 		$802K Buy
+15,945
New +$801K 0.09% 126

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

Crescent Grove Advisors's JPST Position: Q2 2024 in Review

Crescent Grove Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 11,243 shares — an estimated $567K sold.

Crescent Grove Advisors first reported a position in JPST in Q1 2023 and held it in 4 quarters. The position peaked at $1.08M in Q3 2023. 989 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • Crescent Grove Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • Crescent Grove Advisors sold 11,243 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $567K.
  • Crescent Grove Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 4 quarters.
  • Crescent Grove Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.08M in Q3 2023.
  • 989 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Crescent Grove Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.