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LNWWM
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
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
HWM
HB Wealth Management
Atlanta, Georgia
$15.4B AUM
18.35%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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