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

Everpar 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 Q3	–	Sell	-5,210	Closed	-$263K	–	273
2024 Q2	$263K	Hold	5,210	–	–	0.13%	211
2024 Q1	$263K	Sell	5,210 -2,000	-28%	-$101K	0.16%	192
2023 Q4	$362K	Buy	+7,210	New	+$362K	0.17%	189

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everpar Advisors's JPST Position: Q3 2024 in Review

Everpar Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024, closing a stake of 5,210 shares — an estimated $263K sold.

Everpar Advisors first reported a position in JPST in Q4 2023 and held it in 3 quarters. The position peaked at $362K in Q4 2023. 978 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

Everpar Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2024 after selling out during the quarter.
Everpar Advisors sold 5,210 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $263K.
Everpar Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 3 quarters.
Everpar Advisors's JPMorgan Ultra-Short Income ETF position peaked at $362K in Q4 2023.
978 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Everpar Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.