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Great Diamond Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Great Diamond Partners’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
-16,627
Closed -$835K – 234
2023
Q4 		$835K Hold
16,627
– – 0.21% 101
2023
Q3 		$834K Buy
+16,627
New +$833K 0.23% 95
2022
Q4 		– Sell
-6,160
Closed -$308K – 218
2022
Q3 		$308K Hold
6,160
– – 0.11% 155
2022
Q2 		$308K Buy
+6,160
New +$309K 0.1% 161

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Great Diamond Partners's JPST Position: Q1 2024 in Review

Great Diamond Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 16,627 shares — an estimated $835K sold.

Great Diamond Partners first reported a position in JPST in Q2 2022 and held it in 4 quarters. The position peaked at $835K in Q4 2023. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

  • Great Diamond Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
  • Great Diamond Partners sold 16,627 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $835K.
  • Great Diamond Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 4 quarters.
  • Great Diamond Partners's JPMorgan Ultra-Short Income ETF position peaked at $835K in Q4 2023.
  • 952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Great Diamond Partners's 13F filing for Q1 2024, filed 8 May 2024.