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

Ledge 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 Q1	–	Sell	-8,208	Closed	-$411K	–	70
2022 Q4	$411K	Hold	8,208	–	–	0.19%	54
2022 Q3	$412K	Hold	8,208	–	–	0.25%	51
2022 Q2	$411K	Buy	+8,208	New	+$412K	0.25%	53

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Ledge Wealth Management's JPST Position: Q1 2023 in Review

Ledge Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2023, closing a stake of 8,208 shares — an estimated $411K sold.

Ledge Wealth Management first reported a position in JPST in Q2 2022 and held it in 3 quarters. The position peaked at $412K in Q3 2022. 913 funds tracked by Wall St. Rank hold JPST as of Q1 2023.

Ledge Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2023 after selling out during the quarter.
Ledge Wealth Management sold 8,208 JPMorgan Ultra-Short Income ETF shares in Q1 2023, an estimated $411K.
Ledge Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 3 quarters.
Ledge Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $412K in Q3 2022.
913 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2023.

Based on Ledge Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.