Executive Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Executive Wealth Management’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	$354K	Buy	7,018 +649	+10%	+$32.8K	0.03%	196
2024 Q3	$323K	Sell	6,369 -2,824	-31%	-$143K	0.03%	214
2024 Q2	$464K	Buy	9,193 +462	+5%	+$23.3K	0.09%	82
2024 Q1	$439K	Buy	8,731 +391	+5%	+$19.7K	0.04%	162
2023 Q4	$419K	Sell	8,340 -344	-4%	-$17.3K	0.04%	153
2023 Q3	$436K	Sell	8,684 -925	-10%	-$46.3K	0.05%	145
2023 Q2	$482K	Sell	9,609 -463	-5%	-$23.2K	0.05%	133
2023 Q1	$507K	Buy	10,072 +1,083	+12%	+$54.4K	0.06%	135
2022 Q4	$451K	Buy	8,989 +8,511	+1,781%	+$427K	0.06%	137
2022 Q3	$478	Sell	478 -9,369	-95%	-$470K	0.07%	126
2022 Q2	$493K	Buy	+9,847	New	+$494K	0.07%	127
2019 Q2	–	Sell	-1,600	Closed	-$80K	–	918
2019 Q1	$80K	Hold	1,600	–	–	0.01%	215
2018 Q4	$80K	Buy	+1,600	New	+$80.3K	0.01%	224

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

Executive Wealth Management's JPST Position: Q4 2024 in Review

Executive Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q4 2024, buying an estimated $32.8K and bringing the position to 7,018 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #196.

Executive Wealth Management first reported a position in JPST in Q4 2018 and has held it in 13 quarters since. The position peaked at $507K in Q1 2023. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Executive Wealth Management held 7,018 shares of JPMorgan Ultra-Short Income ETF worth $354K as of Q4 2024.
Executive Wealth Management bought 649 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $32.8K.
JPMorgan Ultra-Short Income ETF made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #196 holding.
Executive Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 13 quarters since.
Executive Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $507K in Q1 2023.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.