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Kelly Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-21
Closed -$1.04K – 452
2024
Q2 		$1.04K Sell
21
-16,813
-100% -$847K ﹤0.01% 649
2024
Q1 		$849K Buy
16,834
+983
+6% +$49.5K 0.32% 45
2023
Q4 		$796K Buy
15,851
+1,677
+12% +$84.1K 0.32% 45
2023
Q3 		$711K Sell
14,174
-1,878
-12% -$94.1K 0.33% 45
2023
Q2 		$805K Buy
+16,052
New +$806K 0.38% 37

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kelly Financial Services's JPST Position: Q3 2024 in Review

Kelly Financial Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024, closing a stake of 21 shares — an estimated $1.04K sold.

Kelly Financial Services first reported a position in JPST in Q2 2023 and held it in 5 quarters. The position peaked at $849K in Q1 2024. 979 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

  • Kelly Financial Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 21 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $1.04K.
  • Kelly Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and held it in 5 quarters.
  • Kelly Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $849K in Q1 2024.
  • 979 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.