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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2024
Q1 		– Sell
-3,604
Closed -$181K – 358
2023
Q4 		$181K Buy
+3,604
New +$181K 0.11% 98

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s JPST Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 3,604 shares — an estimated $181K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JPST in Q4 2023 and held it in 1 quarter. The position peaked at $181K in Q4 2023. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3,604 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $181K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s JPMorgan Ultra-Short Income ETF position peaked at $181K in Q4 2023.
  • 952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.