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Kenfarb & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Kenfarb & Co’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 		$14.5K Hold
289
– – 0.01% 168
2023
Q2 		$14.5K Hold
289
– – 0.01% 168
2023
Q1 		$14.5K Hold
289
– – 0.01% 166
2022
Q4 		$14.5K Hold
289
– – 0.01% 170
2022
Q3 		$14K Buy
+289
New +$14.5K 0.01% 170

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Kenfarb & Co's JPST Position: Q3 2023 in Review

Kenfarb & Co held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2023 at 289 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #168.

Kenfarb & Co first reported a position in JPST in Q3 2022 and has held it in 5 quarters since. The position peaked at $14.5K in Q1 2023. 963 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

  • Kenfarb & Co held 289 shares of JPMorgan Ultra-Short Income ETF worth $14.5K as of Q3 2023.
  • Kenfarb & Co left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2023.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Kenfarb & Co's portfolio in Q3 2023, its #168 holding.
  • Kenfarb & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 5 quarters since.
  • Kenfarb & Co's JPMorgan Ultra-Short Income ETF position peaked at $14.5K in Q1 2023.
  • 963 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.