Householder Group Estate & Retirement Specialist’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Householder Group Estate & Retirement Specialist’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	$15K	Sell	312 -83,751	-100%	-$4.23M	0.01%	320
2024 Q3	$4.26M	Buy	84,063 +4,253	+5%	+$215K	1.24%	18
2024 Q2	$4.03M	Buy	79,810 +19,193	+32%	+$966K	1.13%	19
2024 Q1	$3.06M	Buy	60,617 +6,656	+12%	+$335K	0.91%	20
2023 Q4	$2.71M	Buy	53,961 +4,872	+10%	+$244K	0.89%	21
2023 Q3	$2.46M	Buy	+49,089	New	+$2.46M	0.89%	23
2023 Q1	$39K	Buy	+765	New	+$38.4K	0.02%	490
2022 Q4	–	Sell	-11	Closed	–	–	748
2022 Q3	$0	Buy	+11	New	+$551	﹤0.01%	1155

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

Householder Group Estate & Retirement Specialist's JPST Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 100% in Q4 2024, selling an estimated $4.23M and leaving 312 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #320.

Householder Group Estate & Retirement Specialist first reported a position in JPST in Q3 2022 and has held it in 8 quarters since. The position peaked at $4.26M in Q3 2024. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Householder Group Estate & Retirement Specialist held 312 shares of JPMorgan Ultra-Short Income ETF worth $15K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 83,751 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $4.23M.
JPMorgan Ultra-Short Income ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #320 holding.
Householder Group Estate & Retirement Specialist first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's JPMorgan Ultra-Short Income ETF position peaked at $4.26M in Q3 2024.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.