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

FDx 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
Q1 		– Sell
-12,181
Closed -$612K – 510
2023
Q4 		$612K Sell
12,181
-1,185
-9% -$59.5K 0.05% 341
2023
Q3 		$671K Sell
13,366
-171,243
-93% -$8.58M 0.06% 294
2023
Q2 		$9.26M Buy
184,609
+44,478
+32% +$2.23M 0.51% 44
2023
Q1 		$7.03M Hold
140,131
– – 0.31% 75
2022
Q4 		$7.03M Sell
140,131
-44,127
-24% -$2.21M 0.31% 75
2022
Q3 		$9.24M Buy
184,258
+6,348
+4% +$318K 0.41% 55
2022
Q2 		$8.91M Sell
177,910
-35,850
-17% -$1.8M 0.33% 68
2022
Q1 		$10.7M Sell
213,760
-21,764
-9% -$1.1M 0.36% 55
2021
Q4 		$11.9M Buy
235,524
+69,715
+42% +$3.53M 0.33% 68
2021
Q3 		$8.41M Buy
165,809
+19,738
+14% +$1M 0.27% 81
2021
Q2 		$7.41M Buy
146,071
+5,777
+4% +$293K 0.25% 85
2021
Q1 		$7.12M Sell
140,294
-20
-0% -$1.02K 0.27% 84
2020
Q4 		$7.13M Buy
140,314
+3,340
+2% +$170K 0.29% 81
2020
Q3 		$6.96M Buy
136,974
+31,607
+30% +$1.61M 0.33% 73
2020
Q2 		$5.34M Buy
105,367
+95,678
+987% +$4.82M 0.28% 78
2020
Q1 		$481K Sell
9,689
-3,073
-24% -$155K 0.03% 298
2019
Q4 		$644K Buy
+12,762
New +$644K 0.04% 305

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FDx Advisors's JPST Position: Q1 2024 in Review

FDx Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 12,181 shares — an estimated $612K sold.

FDx Advisors first reported a position in JPST in Q4 2019 and held it in 17 quarters. The position peaked at $11.9M in Q4 2021. 953 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

  • FDx Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 12,181 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $612K.
  • FDx Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 17 quarters.
  • FDx Advisors's JPMorgan Ultra-Short Income ETF position peaked at $11.9M in Q4 2021.
  • 953 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.