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Great Lakes Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Great Lakes Advisors’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
-142
Closed -$7.14K – 801
2023
Q1 		$7.14K Buy
+142
New +$7.14K ﹤0.01% 806

Other funds holding JPST

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
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

Great Lakes Advisors's JPST Position: Q2 2023 in Review

Great Lakes Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 142 shares — an estimated $7.14K sold.

Great Lakes Advisors first reported a position in JPST in Q1 2023 and held it in 1 quarter. The position peaked at $7.14K in Q1 2023. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

  • Great Lakes Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
  • Great Lakes Advisors sold 142 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $7.14K.
  • Great Lakes Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 1 quarter.
  • Great Lakes Advisors's JPMorgan Ultra-Short Income ETF position peaked at $7.14K in Q1 2023.
  • 949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Great Lakes Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.