KB Financial Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

KB Financial Partners’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	$19M	Sell	379,229 -451	-0.1%	-$22.6K	5.44%	6
2023 Q2	$19M	Sell	379,680 -136	-0%	-$6.83K	5.23%	6
2023 Q1	$19.1M	Buy	379,816 +6,731	+2%	+$338K	5.62%	6
2022 Q4	$18.7M	Sell	373,085 -23,275	-6%	-$1.17M	6.39%	5
2022 Q3	$19.9M	Buy	396,360 +37,009	+10%	+$1.86M	7.11%	5
2022 Q2	$18M	Sell	359,351 -192,700	-35%	-$9.67M	6.22%	6
2022 Q1	$27.8M	Buy	552,051 +21,768	+4%	+$1.1M	7.66%	5
2021 Q4	$26.8M	Buy	530,283 +70,433	+15%	+$3.56M	7.68%	5
2021 Q3	$23.3M	Buy	459,850 +26,020	+6%	+$1.32M	8.54%	3
2021 Q2	$22M	Buy	433,830 +99,258	+30%	+$5.04M	8.32%	3
2021 Q1	$17M	Buy	+334,572	New	+$17M	7.22%	4

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

KB Financial Partners's JPST Position: Q3 2023 in Review

KB Financial Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.12% in Q3 2023, selling an estimated $22.6K and leaving 379,229 shares worth $19M. The position accounts for 5.44% of the portfolio, ranked #6.

KB Financial Partners first reported a position in JPST in Q1 2021 and has held it in 11 quarters since. The position peaked at $27.8M in Q1 2022. 963 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

KB Financial Partners held 379,229 shares of JPMorgan Ultra-Short Income ETF worth $19M as of Q3 2023.
KB Financial Partners sold 451 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $22.6K.
JPMorgan Ultra-Short Income ETF made up 5.44% of KB Financial Partners's portfolio in Q3 2023, its #6 holding.
KB Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $27.8M in Q1 2022.
963 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.