Kistler-Tiffany Companies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Kistler-Tiffany Companies’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 Q2	$346K	Buy	6,899 +1,051	+18%	+$52.7K	0.06%	260
2023 Q1	$294K	Sell	5,848 -497	-8%	-$25K	0.06%	247
2022 Q4	$318K	Buy	6,345 +4,564	+256%	+$229K	0.07%	188
2022 Q3	$89K	Buy	+1,781	New	+$89.3K	0.02%	305

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Kistler-Tiffany Companies's JPST Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q2 2023, buying an estimated $52.7K and bringing the position to 6,899 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #260.

Kistler-Tiffany Companies first reported a position in JPST in Q3 2022 and has held it in 4 quarters since. 950 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Kistler-Tiffany Companies held 6,899 shares of JPMorgan Ultra-Short Income ETF worth $346K as of Q2 2023.
Kistler-Tiffany Companies bought 1,051 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $52.7K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #260 holding.
Kistler-Tiffany Companies first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 4 quarters since.
950 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.