GM Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

GM Advisory Group’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 Q2	–	Sell	-104,311	Closed	-$5.25M	–	196
2023 Q1	$5.25M	Buy	+104,311	New	+$5.24M	0.48%	30
2021 Q2	–	Sell	-18,694	Closed	-$949K	–	211
2021 Q1	$949K	Buy	+18,694	New	+$949K	0.11%	88

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

GM Advisory Group's JPST Position: Q2 2023 in Review

GM Advisory Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 104,311 shares — an estimated $5.25M sold.

GM Advisory Group first reported a position in JPST in Q1 2021 and held it in 2 quarters. The position peaked at $5.25M in Q1 2023. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

GM Advisory Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
GM Advisory Group sold 104,311 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $5.25M.
GM Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and held it in 2 quarters.
GM Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $5.25M in Q1 2023.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on GM Advisory Group's 13F filing for Q2 2023, filed 14 Aug 2023.