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

Janiczek 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	$8.53M	Sell	169,070 -3,790	-2%	-$191K	1.79%	13
2024 Q1	$8.72M	Buy	172,860 +2,078	+1%	+$105K	1.86%	11
2023 Q4	$8.6M	Sell	170,782 -23,126	-12%	-$1.16M	2.08%	11
2023 Q3	$9.73M	Buy	193,908 +17,902	+10%	+$897K	2.56%	11
2023 Q2	$8.82M	Sell	176,006 -5,070	-3%	-$254K	2.43%	11
2023 Q1	$9.1M	Sell	181,076 -349,967	-66%	-$17.6M	2.58%	11
2022 Q4	$26.7M	Sell	531,043 -17,103	-3%	-$857K	7.51%	3
2022 Q3	$27.5M	Sell	548,146 -36	-0%	-$1.8K	8.95%	3
2022 Q2	$27.5M	Sell	548,182 -27,086	-5%	-$1.36M	8.17%	3
2022 Q1	$28.9M	Buy	+575,268	New	+$29M	7.98%	3

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

Janiczek Wealth Management's JPST Position: Q2 2024 in Review

Janiczek Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.2% in Q2 2024, selling an estimated $191K and leaving 169,070 shares worth $8.53M. The position accounts for 1.79% of the portfolio, ranked #13.

Janiczek Wealth Management first reported a position in JPST in Q1 2022 and has held it in 10 quarters since. The position peaked at $28.9M in Q1 2022. 987 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Janiczek Wealth Management held 169,070 shares of JPMorgan Ultra-Short Income ETF worth $8.53M as of Q2 2024.
Janiczek Wealth Management sold 3,790 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $191K.
JPMorgan Ultra-Short Income ETF made up 1.79% of Janiczek Wealth Management's portfolio in Q2 2024, its #13 holding.
Janiczek Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 10 quarters since.
Janiczek Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $28.9M in Q1 2022.
987 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.