Johnson Bixby & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Johnson Bixby & Associates’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	-4,246	Closed	-$213K	–	99
2023 Q2	$213K	Sell	4,246 -5,881	-58%	-$295K	0.04%	90
2023 Q1	$510K	Sell	10,127 -5,138	-34%	-$258K	0.11%	58
2022 Q4	$765K	Buy	15,265 +5,168	+51%	+$259K	0.18%	48
2022 Q3	$506K	Sell	10,097 -1,072	-10%	-$53.7K	0.13%	55
2022 Q2	$559K	Buy	+11,169	New	+$560K	0.14%	53

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Johnson Bixby & Associates's JPST Position: Q3 2023 in Review

Johnson Bixby & Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 4,246 shares — an estimated $213K sold.

Johnson Bixby & Associates first reported a position in JPST in Q2 2022 and held it in 5 quarters. The position peaked at $765K in Q4 2022. 963 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

Johnson Bixby & Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
Johnson Bixby & Associates sold 4,246 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $213K.
Johnson Bixby & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 5 quarters.
Johnson Bixby & Associates's JPMorgan Ultra-Short Income ETF position peaked at $765K in Q4 2022.
963 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on Johnson Bixby & Associates's 13F filing for Q3 2023, filed 13 Oct 2023.