Hazlett, Burt & Watson’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hazlett, Burt & Watson’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	-131	Closed	-$7K	–	710
2023 Q3	$7K	Hold	131	–	–	0.01%	532
2023 Q2	$7K	Buy	+131	New	+$6.58K	0.01%	515

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

Hazlett, Burt & Watson's JPST Position: Q4 2023 in Review

Hazlett, Burt & Watson sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2023, closing a stake of 131 shares — an estimated $7K sold.

Hazlett, Burt & Watson first reported a position in JPST in Q2 2023 and held it in 2 quarters. The position peaked at $7K in Q3 2023. 966 funds tracked by Wall St. Rank hold JPST as of Q4 2023.

Hazlett, Burt & Watson reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2023 after selling out during the quarter.
Hazlett, Burt & Watson sold 131 JPMorgan Ultra-Short Income ETF shares in Q4 2023, an estimated $7K.
Hazlett, Burt & Watson first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and held it in 2 quarters.
Hazlett, Burt & Watson's JPMorgan Ultra-Short Income ETF position peaked at $7K in Q3 2023.
966 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2023, filed 25 Jan 2024.