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Farmers & Merchants Investments Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-67
Closed -$3.36K – 1789
2023
Q2 		$3.36K Buy
+67
New +$3.36K ﹤0.01% 852
2023
Q1 		– Sell
-80
Closed -$4.01K – 1773
2022
Q4 		$4.01K Buy
+80
New +$4.01K ﹤0.01% 805

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Farmers & Merchants Investments Inc's JPST Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 67 shares — an estimated $3.36K sold.

Farmers & Merchants Investments Inc first reported a position in JPST in Q4 2022 and held it in 2 quarters. The position peaked at $4.01K in Q4 2022. 964 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 67 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $3.36K.
  • Farmers & Merchants Investments Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's JPMorgan Ultra-Short Income ETF position peaked at $4.01K in Q4 2022.
  • 964 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.