Laird Norton Wetherby Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Laird Norton Wetherby 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
2024 Q2	–	Sell	-22,300	Closed	-$1.13M	–	951
2024 Q1	$1.13M	Sell	22,300 -543	-2%	-$27.3K	0.05%	339
2023 Q4	$1.15M	Buy	+22,843	New	+$1.15M	0.06%	323
2022 Q4	–	Sell	-7,283	Closed	-$366K	–	932
2022 Q3	$366K	Sell	7,283 -1,592	-18%	-$79.8K	0.03%	589
2022 Q2	$445K	Sell	8,875 -2,193	-20%	-$110K	0.03%	547
2022 Q1	$556K	Buy	11,068 +1,703	+18%	+$85.8K	0.03%	492
2021 Q4	$473K	Buy	9,365 +4	+0%	+$202	0.03%	548
2021 Q3	$475K	Buy	9,361 +1,490	+19%	+$75.6K	0.03%	527
2021 Q2	$399K	Sell	7,871 -1,471	-16%	-$74.6K	0.02%	599
2021 Q1	$474K	Sell	9,342 -2,206	-19%	-$112K	0.04%	450
2020 Q4	$587K	Buy	11,548 +1,616	+16%	+$82.1K	0.04%	420
2020 Q3	$504K	Buy	9,932 +4,040	+69%	+$205K	0.04%	373
2020 Q2	$299K	Buy	+5,892	New	+$297K	0.03%	511
2020 Q1	–	Sell	-3,961	Closed	-$200K	–	720
2019 Q4	$200K	Buy	+3,961	New	+$200K	0.02%	666

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's JPST Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 22,300 shares — an estimated $1.13M sold.

Laird Norton Wetherby Wealth Management first reported a position in JPST in Q4 2019 and held it in 13 quarters. The position peaked at $1.15M in Q4 2023. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Laird Norton Wetherby Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 22,300 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $1.13M.
Laird Norton Wetherby Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 13 quarters.
Laird Norton Wetherby Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.15M in Q4 2023.
988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.