Family Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Family Asset 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 Q3	$3.73M	Buy	73,467 +18,520	+34%	+$936K	2.24%	10
2024 Q2	$2.77M	Sell	54,947 -25,978	-32%	-$1.31M	1.78%	13
2024 Q1	$4.08M	Buy	80,925 +5,576	+7%	+$281K	2.55%	9
2023 Q4	$3.78M	Buy	75,349 +5,913	+9%	+$297K	2.52%	10
2023 Q3	$3.48M	Sell	69,436 -26,623	-28%	-$1.33M	2.57%	10
2023 Q2	$4.82M	Sell	96,059 -78,591	-45%	-$3.94M	3.25%	6
2023 Q1	$8.79M	Buy	174,650 +3,821	+2%	+$192K	6.42%	2
2022 Q4	$8.56M	Buy	+170,829	New	+$8.56M	7.11%	1

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Family Asset Management's JPST Position: Q3 2024 in Review

Family Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 34% in Q3 2024, buying an estimated $936K and bringing the position to 73,467 shares worth $3.73M. The position accounts for 2.24% of the portfolio, ranked #10.

Family Asset Management first reported a position in JPST in Q4 2022 and has held it in 8 quarters since. The position peaked at $8.79M in Q1 2023. 977 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

Family Asset Management held 73,467 shares of JPMorgan Ultra-Short Income ETF worth $3.73M as of Q3 2024.
Family Asset Management bought 18,520 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $936K.
JPMorgan Ultra-Short Income ETF made up 2.24% of Family Asset Management's portfolio in Q3 2024, its #10 holding.
Family Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $8.79M in Q1 2023.
977 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.