GYL Financial Synergies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

GYL Financial Synergies’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	$205K	Sell	4,042 -2,318	-36%	-$117K	0.02%	356
2024 Q2	$321K	Buy	6,360 +785	+14%	+$39.5K	0.02%	289
2024 Q1	$281K	Sell	5,575 -4,955	-47%	-$249K	0.02%	305
2023 Q4	$529K	Sell	10,530 -6,886	-40%	-$346K	0.04%	235
2023 Q3	$874K	Buy	17,416 +2,352	+16%	+$118K	0.08%	186
2023 Q2	$755K	Buy	+15,064	New	+$756K	0.07%	204

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GYL Financial Synergies's JPST Position: Q3 2024 in Review

GYL Financial Synergies reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 36% in Q3 2024, selling an estimated $117K and leaving 4,042 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #356.

GYL Financial Synergies first reported a position in JPST in Q2 2023 and has held it in 6 quarters since. The position peaked at $874K in Q3 2023. 978 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

GYL Financial Synergies held 4,042 shares of JPMorgan Ultra-Short Income ETF worth $205K as of Q3 2024.
GYL Financial Synergies sold 2,318 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $117K.
JPMorgan Ultra-Short Income ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #356 holding.
GYL Financial Synergies first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 6 quarters since.
GYL Financial Synergies's JPMorgan Ultra-Short Income ETF position peaked at $874K in Q3 2023.
978 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.