IAIM
JPST icon

Industrial Alliance Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Industrial Alliance Investment 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
2023
Q3 		– Sell
-1,032
Closed -$52K – 91
2023
Q2 		$52K Sell
1,032
-5,377
-84% -$270K 0.03% 125
2023
Q1 		$323K Buy
6,409
+5,413
+543% +$272K 0.01% 392
2022
Q4 		$50K Buy
+996
New +$49.9K ﹤0.01% 404

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Industrial Alliance Investment Management's JPST Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 1,032 shares — an estimated $52K sold.

Industrial Alliance Investment Management first reported a position in JPST in Q4 2022 and held it in 3 quarters. The position peaked at $323K in Q1 2023. 964 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,032 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $52K.
  • Industrial Alliance Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $323K in Q1 2023.
  • 964 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.