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Gradient Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Gradient Investments’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
Q3 		– Sell
-9,767
Closed -$493K – 846
2024
Q2 		$493K Buy
9,767
+9,675
+10,516% +$487K 0.01% 236
2024
Q1 		$4.63K Buy
92
+48
+109% +$2.42K ﹤0.01% 737
2023
Q4 		$2.2K Sell
44
-5
-10% -$251 ﹤0.01% 1204
2023
Q3 		$2.45K Buy
49
+6
+14% +$301 ﹤0.01% 1127
2023
Q2 		$2.16K Sell
43
-468
-92% -$23.5K ﹤0.01% 1140
2023
Q1 		$25.7K Buy
511
+371
+265% +$18.6K ﹤0.01% 631
2022
Q4 		$7.02K Sell
140
-1,872
-93% -$93.8K ﹤0.01% 876
2022
Q3 		$101K Buy
2,012
+43
+2% +$2.15K ﹤0.01% 369
2022
Q2 		$99K Hold
1,969
– – ﹤0.01% 375
2022
Q1 		$99K Hold
1,969
– – ﹤0.01% 375
2021
Q4 		$99K Hold
1,969
– – ﹤0.01% 365
2021
Q3 		$100K Sell
1,969
-22
-1% -$1.12K ﹤0.01% 366
2021
Q2 		$101K Sell
1,991
-66
-3% -$3.35K ﹤0.01% 363
2021
Q1 		$104K Buy
+2,057
New +$104K ﹤0.01% 357
2020
Q2 		– Sell
-26
Closed -$1K – 1122
2020
Q1 		$1K Buy
+26
New +$1.31K ﹤0.01% 1009
2018
Q4 		– Sell
-780
Closed -$39K – 1010
2018
Q3 		$39K Buy
+780
New +$39.2K ﹤0.01% 394

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments's JPST Position: Q3 2024 in Review

Gradient Investments sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024, closing a stake of 9,767 shares — an estimated $493K sold.

Gradient Investments first reported a position in JPST in Q3 2018 and held it in 16 quarters. The position peaked at $493K in Q2 2024. 978 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

  • Gradient Investments reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 9,767 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $493K.
  • Gradient Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 16 quarters.
  • Gradient Investments's JPMorgan Ultra-Short Income ETF position peaked at $493K in Q2 2024.
  • 978 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.