Institute for Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Institute for 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 Q4	–	Sell	-7,504	Closed	-$381K	–	542
2024 Q3	$381K	Buy	+7,504	New	+$379K	0.05%	357
2019 Q3	–	Sell	-5,135	Closed	-$259K	–	452
2019 Q2	$259K	Buy	5,135 +310	+6%	+$15.6K	0.06%	381
2019 Q1	$243K	Buy	+4,825	New	+$242K	0.05%	376

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Institute for Wealth Management's JPST Position: Q4 2024 in Review

Institute for Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 7,504 shares — an estimated $381K sold.

Institute for Wealth Management first reported a position in JPST in Q1 2019 and held it in 3 quarters. The position peaked at $381K in Q3 2024. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Institute for Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Institute for Wealth Management sold 7,504 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $381K.
Institute for Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 3 quarters.
Institute for Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $381K in Q3 2024.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.