KCS Wealth Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

KCS Wealth Advisory’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	$321K	Buy	6,400 +2,314	+57%	+$116K	0.14%	113
2023 Q2	$205K	Buy	+4,086	New	+$205K	0.07%	149

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

KCS Wealth Advisory's JPST Position: Q3 2023 in Review

KCS Wealth Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 57% in Q3 2023, buying an estimated $116K and bringing the position to 6,400 shares worth $321K. The position accounts for 0.14% of the portfolio, ranked #113.

KCS Wealth Advisory first reported a position in JPST in Q2 2023 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

KCS Wealth Advisory held 6,400 shares of JPMorgan Ultra-Short Income ETF worth $321K as of Q3 2023.
KCS Wealth Advisory bought 2,314 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $116K.
JPMorgan Ultra-Short Income ETF made up 0.14% of KCS Wealth Advisory's portfolio in Q3 2023, its #113 holding.
KCS Wealth Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 2 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.