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

IAM Advisory’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
Q1 		– Sell
-230,640
Closed -$11.6M – 97
2022
Q4 		$11.6M Buy
+230,640
New +$11.6M 4.25% 6

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

IAM Advisory's JPST Position: Q1 2023 in Review

IAM Advisory sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2023, closing a stake of 230,640 shares — an estimated $11.6M sold.

IAM Advisory first reported a position in JPST in Q4 2022 and held it in 1 quarter. The position peaked at $11.6M in Q4 2022. 914 funds tracked by Wall St. Rank hold JPST as of Q1 2023.

  • IAM Advisory reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2023 after selling out during the quarter.
  • IAM Advisory sold 230,640 JPMorgan Ultra-Short Income ETF shares in Q1 2023, an estimated $11.6M.
  • IAM Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 1 quarter.
  • IAM Advisory's JPMorgan Ultra-Short Income ETF position peaked at $11.6M in Q4 2022.
  • 914 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2023.

Based on IAM Advisory's 13F filing for Q1 2023, filed 10 Apr 2023.