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HoyleCohen’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

HoyleCohen’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
Q2 		– Sell
-34,460
Closed -$1.74M – 291
2024
Q1 		$1.74M Buy
34,460
+2,589
+8% +$130K 0.13% 121
2023
Q4 		$1.6M Sell
31,871
-116
-0.4% -$5.82K 0.13% 124
2023
Q3 		$1.61M Buy
31,987
+5,377
+20% +$269K 0.15% 121
2023
Q2 		$1.33M Buy
26,610
+1,901
+8% +$95.4K 0.12% 127
2023
Q1 		$1.24M Buy
24,709
+5,107
+26% +$257K 0.12% 127
2022
Q4 		$983K Buy
19,602
+650
+3% +$32.6K 0.1% 136
2022
Q3 		$951K Buy
18,952
+1,947
+11% +$97.6K 0.1% 132
2022
Q2 		$852K Buy
17,005
+4,069
+31% +$204K 0.09% 140
2022
Q1 		$650K Buy
12,936
+650
+5% +$32.7K 0.06% 175
2021
Q4 		$620K Buy
12,286
+961
+8% +$48.6K 0.05% 182
2021
Q3 		$574K Sell
11,325
-35
-0.3% -$1.77K 0.05% 174
2021
Q2 		$576 Sell
11,360
-3,425
-23% -$174K 0.04% 172
2021
Q1 		$750K Buy
14,785
+3,180
+27% +$161K 0.08% 154
2020
Q4 		$589K Buy
11,605
+2,000
+21% +$102K 0.07% 148
2020
Q3 		$488K Buy
+9,605
New +$488K 0.07% 137

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HoyleCohen's JPST Position: Q2 2024 in Review

HoyleCohen sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 34,460 shares — an estimated $1.74M sold.

HoyleCohen first reported a position in JPST in Q3 2020 and held it in 15 quarters. The position peaked at $1.74M in Q1 2024. 987 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • HoyleCohen reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • HoyleCohen sold 34,460 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $1.74M.
  • HoyleCohen first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 15 quarters.
  • HoyleCohen's JPMorgan Ultra-Short Income ETF position peaked at $1.74M in Q1 2024.
  • 987 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.