Grove Bank & Trust’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Grove Bank & Trust’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 Q4	–	Sell	-1,730	Closed	-$86.8K	–	651
2023 Q3	$86.8K	Buy	+1,730	New	+$86.7K	0.02%	301

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Grove Bank & Trust's JPST Position: Q4 2023 in Review

Grove Bank & Trust sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2023, closing a stake of 1,730 shares — an estimated $86.8K sold.

Grove Bank & Trust first reported a position in JPST in Q3 2023 and held it in 1 quarter. The position peaked at $86.8K in Q3 2023. 966 funds tracked by Wall St. Rank hold JPST as of Q4 2023.

Grove Bank & Trust reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2023 after selling out during the quarter.
Grove Bank & Trust sold 1,730 JPMorgan Ultra-Short Income ETF shares in Q4 2023, an estimated $86.8K.
Grove Bank & Trust first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and held it in 1 quarter.
Grove Bank & Trust's JPMorgan Ultra-Short Income ETF position peaked at $86.8K in Q3 2023.
966 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.