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

Gray Wealth Management’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
Q4 		$3.69M Buy
73,340
+21,149
+41% +$1.07M 1.4% 21
2024
Q3 		$2.65M Buy
52,191
+13,687
+36% +$692K 1.05% 21
2024
Q2 		$1.94M Buy
38,504
+224
+0.6% +$11.3K 0.84% 27
2024
Q1 		$1.93M Buy
38,280
+2,186
+6% +$110K 0.86% 26
2023
Q4 		$1.81M Sell
36,094
-7,991
-18% -$401K 0.88% 26
2023
Q3 		$2.21M Sell
44,085
-1,761
-4% -$88.2K 1.13% 20
2023
Q2 		$2.3M Buy
45,846
+9,598
+26% +$482K 1.16% 19
2023
Q1 		$1.82M Sell
36,248
-13,923
-28% -$700K 1% 24
2022
Q4 		$2.52M Buy
50,171
+30,676
+157% +$1.54M 1.46% 17
2022
Q3 		$978K Sell
19,495
-130
-0.7% -$6.52K 0.62% 37
2022
Q2 		$983K Buy
19,625
+4,471
+30% +$224K 0.6% 36
2022
Q1 		$762K Sell
15,154
-894
-6% -$45K 0.39% 50
2021
Q4 		$810K Buy
+16,048
New +$812K 0.4% 47

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Gray Wealth Management's JPST Position: Q4 2024 in Review

Gray Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 41% in Q4 2024, buying an estimated $1.07M and bringing the position to 73,340 shares worth $3.69M. The position accounts for 1.4% of the portfolio, ranked #21.

Gray Wealth Management first reported a position in JPST in Q4 2021 and has held it in 13 quarters since. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • Gray Wealth Management held 73,340 shares of JPMorgan Ultra-Short Income ETF worth $3.69M as of Q4 2024.
  • Gray Wealth Management bought 21,149 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $1.07M.
  • JPMorgan Ultra-Short Income ETF made up 1.4% of Gray Wealth Management's portfolio in Q4 2024, its #21 holding.
  • Gray Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.