Laurel Wealth Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Laurel Wealth Planning’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	-62,317	Closed	-$3.14M	–	58
2023 Q1	$3.14M	Buy	62,317 +10,228	+20%	+$514K	2.08%	20
2022 Q4	$2.61M	Buy	52,089 +9,156	+21%	+$459K	1.68%	23
2022 Q3	$2.15M	Sell	42,933 -2,822	-6%	-$141K	1.59%	24
2022 Q2	$2.29M	Sell	45,755 -15,894	-26%	-$797K	1.61%	22
2022 Q1	$3.1M	Sell	61,649 -31,755	-34%	-$1.6M	2.09%	16
2021 Q4	$4.71M	Buy	93,404 +2,740	+3%	+$139K	3.57%	6
2021 Q3	$4.6M	Buy	90,664 +9,397	+12%	+$477K	3.71%	8
2021 Q2	$4.12M	Buy	81,267 +1,262	+2%	+$64K	3.59%	11
2021 Q1	$4.06M	Buy	80,005 +5,247	+7%	+$266K	3.71%	10
2020 Q4	$3.8M	Buy	+74,758	New	+$3.8M	3.7%	10

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

Laurel Wealth Planning's JPST Position: Q2 2023 in Review

Laurel Wealth Planning sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 62,317 shares — an estimated $3.14M sold.

Laurel Wealth Planning first reported a position in JPST in Q4 2020 and held it in 10 quarters. The position peaked at $4.71M in Q4 2021. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Laurel Wealth Planning reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
Laurel Wealth Planning sold 62,317 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $3.14M.
Laurel Wealth Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 10 quarters.
Laurel Wealth Planning's JPMorgan Ultra-Short Income ETF position peaked at $4.71M in Q4 2021.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Laurel Wealth Planning's 13F filing for Q2 2023, filed 19 Jul 2023.