JIR
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James Investment Research’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

James Investment Research’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
-500
Closed -$25K – 411
2023
Q1 		$25K Hold
500
– – ﹤0.01% 424
2022
Q4 		$25K Buy
+500
New +$25.1K ﹤0.01% 432
2019
Q1 		– Sell
-272,780
Closed -$13.7M – 866
2018
Q4 		$13.7M Sell
272,780
-69,210
-20% -$3.47M 0.85% 24
2018
Q3 		$17.2M Sell
341,990
-15,989
-4% -$803K 0.7% 24
2018
Q2 		$17.9M Buy
+357,979
New +$17.9M 0.69% 31

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return