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

FirstPurpose Wealth’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	$4.72M	Buy	93,830 +2,610	+3%	+$131K	1.71%	9
2023 Q4	$4.58M	Sell	91,220 -1,254	-1%	-$62.9K	1.74%	9
2023 Q3	$4.64M	Buy	92,474 +4,902	+6%	+$246K	2%	10
2023 Q2	$4.39M	Buy	87,572 +12,070	+16%	+$606K	1.88%	12
2023 Q1	$3.8M	Buy	75,502 +14,863	+25%	+$747K	1.87%	10
2022 Q4	$3.04M	Buy	60,639 +4,094	+7%	+$205K	1.7%	12
2022 Q3	$2.84M	Buy	56,545 +7,142	+14%	+$358K	1.87%	9
2022 Q2	$2.48M	Sell	49,403 -3,667	-7%	-$184K	1.66%	15
2022 Q1	$2.67M	Buy	53,070 +728	+1%	+$36.7K	2.08%	12
2021 Q4	$2.64M	Buy	+52,342	New	+$2.65M	1.66%	11

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 $17.8B AUM 24.16% 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

FirstPurpose Wealth's JPST Position: Q1 2024 in Review

FirstPurpose Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.9% in Q1 2024, buying an estimated $131K and bringing the position to 93,830 shares worth $4.72M. The position accounts for 1.71% of the portfolio, ranked #9.

FirstPurpose Wealth first reported a position in JPST in Q4 2021 and has held it in 10 quarters since. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

FirstPurpose Wealth held 93,830 shares of JPMorgan Ultra-Short Income ETF worth $4.72M as of Q1 2024.
FirstPurpose Wealth bought 2,610 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $131K.
JPMorgan Ultra-Short Income ETF made up 1.71% of FirstPurpose Wealth's portfolio in Q1 2024, its #9 holding.
FirstPurpose Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 10 quarters since.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.