Hanson & Doremus Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hanson & Doremus Investment 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 Q3	–	Sell	-881	Closed	-$44K	–	434
2024 Q2	$44K	Hold	881	–	–	0.01%	309
2024 Q1	$44K	Hold	881	–	–	0.01%	315
2023 Q4	$44K	Hold	881	–	–	0.01%	308
2023 Q3	$44K	Hold	881	–	–	0.01%	300
2023 Q2	$44K	Hold	881	–	–	0.01%	304
2023 Q1	$44K	Hold	881	–	–	0.01%	307
2022 Q4	$44K	Hold	881	–	–	0.01%	317
2022 Q3	$44K	Sell	881 -119	-12%	-$5.96K	0.01%	305
2022 Q2	$50K	Hold	1,000	–	–	0.01%	296
2022 Q1	$50K	Hold	1,000	–	–	0.01%	312
2021 Q4	$50K	Buy	+1,000	New	+$50.6K	0.01%	301
2021 Q2	–	Sell	-2	Closed	–	–	472
2021 Q1	$0	Buy	+2	New	+$102	﹤0.01%	529

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Hanson & Doremus Investment Management's JPST Position: Q3 2024 in Review

Hanson & Doremus Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024, closing a stake of 881 shares — an estimated $44K sold.

Hanson & Doremus Investment Management first reported a position in JPST in Q1 2021 and held it in 12 quarters. The position peaked at $50K in Q2 2022. 977 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

Hanson & Doremus Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2024 after selling out during the quarter.
Hanson & Doremus Investment Management sold 881 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $44K.
Hanson & Doremus Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and held it in 12 quarters.
Hanson & Doremus Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $50K in Q2 2022.
977 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2024, filed 17 Oct 2024.