IAG Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

IAG Wealth Partners’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 Q2	–	Sell	-136	Closed	-$6.84K	–	472
2023 Q1	$6.84K	Buy	+136	New	+$6.83K	﹤0.01%	355
2020 Q3	–	Sell	-175	Closed	-$9K	–	400
2020 Q2	$9K	Hold	175	–	–	﹤0.01%	237
2020 Q1	$9K	Hold	175	–	–	0.01%	219
2019 Q4	$9K	Buy	+175	New	+$8.83K	0.01%	274

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

IAG Wealth Partners's JPST Position: Q2 2023 in Review

IAG Wealth Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 136 shares — an estimated $6.84K sold.

IAG Wealth Partners first reported a position in JPST in Q4 2019 and held it in 4 quarters. The position peaked at $9K in Q2 2020. 950 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

IAG Wealth Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
IAG Wealth Partners sold 136 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $6.84K.
IAG Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 4 quarters.
IAG Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $9K in Q2 2020.
950 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.