GC Wealth Management RIA’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

GC Wealth Management RIA’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	-23,142	Closed	-$1.16M	–	279
2023 Q4	$1.16M	Buy	+23,142	New	+$1.16M	0.52%	49

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 $15.5B AUM 18.35% 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

GC Wealth Management RIA's JPST Position: Q1 2024 in Review

GC Wealth Management RIA sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 23,142 shares — an estimated $1.16M sold.

GC Wealth Management RIA first reported a position in JPST in Q4 2023 and held it in 1 quarter. The position peaked at $1.16M in Q4 2023. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

GC Wealth Management RIA reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
GC Wealth Management RIA sold 23,142 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $1.16M.
GC Wealth Management RIA first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 1 quarter.
GC Wealth Management RIA's JPMorgan Ultra-Short Income ETF position peaked at $1.16M in Q4 2023.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on GC Wealth Management RIA's 13F filing for Q1 2024, filed 10 May 2024.