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

FOCUS Wealth 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
2023 Q4	–	Sell	-5,514	Closed	-$277K	–	61
2023 Q3	$277K	Sell	5,514 -58,571	-91%	-$2.93M	0.19%	54
2023 Q2	$3.21M	Sell	64,085 -4,657	-7%	-$234K	2.17%	13
2023 Q1	$3.46M	Buy	+68,742	New	+$3.45M	2.27%	11

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FOCUS Wealth Advisors's JPST Position: Q4 2023 in Review

FOCUS Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2023, closing a stake of 5,514 shares — an estimated $277K sold.

FOCUS Wealth Advisors first reported a position in JPST in Q1 2023 and held it in 3 quarters. The position peaked at $3.46M in Q1 2023. 969 funds tracked by Wall St. Rank hold JPST as of Q4 2023.

FOCUS Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2023 after selling out during the quarter.
FOCUS Wealth Advisors sold 5,514 JPMorgan Ultra-Short Income ETF shares in Q4 2023, an estimated $277K.
FOCUS Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 3 quarters.
FOCUS Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.46M in Q1 2023.
969 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2023.

Based on FOCUS Wealth Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.