Laidlaw Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Laidlaw Wealth Management’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	–	Sell	-5,921	Closed	-$298K	–	364
2023 Q1	$298K	Buy	5,921 +389	+7%	+$19.5K	0.06%	267
2022 Q4	$277K	Buy	+5,532	New	+$277K	0.06%	276
2022 Q3	–	Sell	-12,150	Closed	-$609K	–	348
2022 Q2	$609K	Buy	+12,150	New	+$610K	0.12%	177

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 $15.5B AUM 18.35% 1-Year Est. Return

Laidlaw Wealth Management's JPST Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 5,921 shares — an estimated $298K sold.

Laidlaw Wealth Management first reported a position in JPST in Q2 2022 and held it in 3 quarters. The position peaked at $609K in Q2 2022. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Laidlaw Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 5,921 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $298K.
Laidlaw Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 3 quarters.
Laidlaw Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $609K in Q2 2022.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.