ICA Group Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

ICA Group Wealth Management’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	$43.6K	Sell	864 -2,490	-74%	-$125K	0.03%	259
2024 Q1	$169K	Buy	3,354 +1,930	+136%	+$97.2K	0.03%	305
2023 Q4	$71.5K	Buy	+1,424	New	+$71.5K	0.02%	435
2023 Q3	–	Sell	-924	Closed	-$46.3K	–	733
2023 Q2	$46.3K	Sell	924 -26	-3%	-$1.3K	0.01%	507
2023 Q1	$47.8K	Sell	950 -285	-23%	-$14.3K	0.01%	496
2022 Q4	$61.9K	Buy	+1,235	New	+$61.9K	0.01%	469

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

ICA Group Wealth Management's JPST Position: Q2 2024 in Review

ICA Group Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 74% in Q2 2024, selling an estimated $125K and leaving 864 shares worth $43.6K. The position accounts for 0.03% of the portfolio, ranked #259.

ICA Group Wealth Management first reported a position in JPST in Q4 2022 and has held it in 6 quarters since. The position peaked at $169K in Q1 2024. 987 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

ICA Group Wealth Management held 864 shares of JPMorgan Ultra-Short Income ETF worth $43.6K as of Q2 2024.
ICA Group Wealth Management sold 2,490 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $125K.
JPMorgan Ultra-Short Income ETF made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #259 holding.
ICA Group Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $169K in Q1 2024.
987 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.