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Eldridge Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Eldridge Investment 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
2023
Q2 		– Sell
-10,573
Closed -$532K – 148
2023
Q1 		$532K Sell
10,573
-299
-3% -$15K 0.18% 78
2022
Q4 		$545K Sell
10,872
-1,000
-8% -$50.1K 0.19% 72
2022
Q3 		$596K Sell
11,872
-1,882
-14% -$94.3K 0.23% 68
2022
Q2 		$689K Sell
13,754
-3,427
-20% -$172K 0.26% 62
2022
Q1 		$864K Sell
17,181
-17,725
-51% -$893K 0.29% 56
2021
Q4 		$1.76M Sell
34,906
-1,344
-4% -$68K 0.58% 31
2021
Q3 		$1.84M Buy
36,250
+800
+2% +$40.6K 0.66% 30
2021
Q2 		$1.8M Sell
35,450
-779
-2% -$39.5K 0.65% 31
2021
Q1 		$1.84M Sell
36,229
-1,133
-3% -$57.5K 0.71% 26
2020
Q4 		$1.9M Buy
37,362
+986
+3% +$50.1K 0.79% 25
2020
Q3 		$1.85M Sell
36,376
-3,988
-10% -$203K 0.87% 24
2020
Q2 		$2.05M Sell
40,364
-1,561
-4% -$78.6K 1.02% 16
2020
Q1 		$2.08M Buy
41,925
+5,188
+14% +$261K 1.18% 17
2019
Q4 		$1.85M Sell
36,737
-4
-0% -$202 0.91% 20
2019
Q3 		$1.85M Sell
36,741
-3,457
-9% -$174K 0.96% 19
2019
Q2 		$2.03M Buy
40,198
+830
+2% +$41.8K 1.08% 18
2019
Q1 		$1.98M Sell
39,368
-659
-2% -$33.1K 1.07% 22
2018
Q4 		$2.01M Buy
40,027
+25,164
+169% +$1.26M 1.24% 20
2018
Q3 		$745K Buy
+14,863
New +$746K 0.48% 31

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Eldridge Investment Advisors's JPST Position: Q2 2023 in Review

Eldridge Investment Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 10,573 shares — an estimated $532K sold.

Eldridge Investment Advisors first reported a position in JPST in Q3 2018 and held it in 19 quarters. The position peaked at $2.08M in Q1 2020. 950 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

  • Eldridge Investment Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
  • Eldridge Investment Advisors sold 10,573 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $532K.
  • Eldridge Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 19 quarters.
  • Eldridge Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.08M in Q1 2020.
  • 950 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Eldridge Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.