Hart & Patterson Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hart & Patterson Financial Group’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 Q4	$242K	Sell	4,814 -11	-0.2%	-$556	0.12%	68
2024 Q3	$245K	Buy	4,825 +101	+2%	+$5.1K	0.12%	68
2024 Q2	$238K	Buy	4,724 +32	+0.7%	+$1.61K	0.12%	60
2024 Q1	$237K	Sell	4,692 -1,048	-18%	-$52.8K	0.12%	62
2023 Q4	$288K	Buy	+5,740	New	+$288K	0.15%	53

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Hart & Patterson Financial Group's JPST Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.23% in Q4 2024, selling an estimated $556 and leaving 4,814 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #68.

Hart & Patterson Financial Group first reported a position in JPST in Q4 2023 and has held it in 5 quarters since. The position peaked at $288K in Q4 2023. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Hart & Patterson Financial Group held 4,814 shares of JPMorgan Ultra-Short Income ETF worth $242K as of Q4 2024.
Hart & Patterson Financial Group sold 11 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $556.
JPMorgan Ultra-Short Income ETF made up 0.12% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #68 holding.
Hart & Patterson Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 5 quarters since.
Hart & Patterson Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $288K in Q4 2023.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.