Econ Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Econ 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 Q4	–	Sell	-860,910	Closed	-$43.7M	–	94
2024 Q3	$43.7M	Buy	+860,910	New	+$43.5M	24.44%	1
2024 Q2	–	Sell	-171,869	Closed	-$8.67M	–	98
2024 Q1	$8.67M	Buy	+171,869	New	+$8.65M	5.38%	2
2023 Q1	–	Sell	-62,375	Closed	-$3.13M	–	90
2022 Q4	$3.13M	Sell	62,375 -2,495	-4%	-$125K	3.17%	8
2022 Q3	$3.25M	Buy	+64,870	New	+$3.25M	2.68%	8

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Econ Financial Services's JPST Position: Q4 2024 in Review

Econ Financial Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 860,910 shares — an estimated $43.7M sold.

Econ Financial Services first reported a position in JPST in Q3 2022 and held it in 4 quarters. The position peaked at $43.7M in Q3 2024. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Econ Financial Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Econ Financial Services sold 860,910 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $43.7M.
Econ Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and held it in 4 quarters.
Econ Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $43.7M in Q3 2024.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Econ Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.