LWANC
JPST icon

Laurel Wealth Advisors (North Carolina)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025
Q2 		– Sell
-251
Closed -$12.7K – 447
2025
Q1 		$12.7K Hold
251
– – ﹤0.01% 455
2024
Q4 		$12.6K Buy
+251
New +$12.7K ﹤0.01% 463
2024
Q2 		– Sell
-392
Closed -$19.8K – 670
2024
Q1 		$19.8K Sell
392
-87
-18% -$4.38K ﹤0.01% 380
2023
Q4 		$24.1K Hold
479
– – ﹤0.01% 345
2023
Q3 		$24K Hold
479
– – 0.01% 346
2023
Q2 		$24K Hold
479
– – ﹤0.01% 351
2023
Q1 		$24.1K Buy
+479
New +$24.1K 0.01% 345
2020
Q1 		– Sell
-816
Closed -$41K – 541
2019
Q4 		$41K Buy
+816
New +$41.2K 0.01% 259

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return