Leo Brokerage’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Leo Brokerage’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	$10.7M	Buy	213,086 +12,803	+6%	+$643K	1.22%	14
2023 Q1	$10.1M	Buy	+200,283	New	+$10.1M	1.5%	14
2022 Q2	$5.05M	Sell	100,814 -34,037	-25%	-$1.71M	1.36%	17
2022 Q1	$6.78M	Buy	+134,851	New	+$6.79M	1.08%	18
2021 Q3	$7.04M	Sell	138,865 -973	-0.7%	-$49.4K	1.3%	16
2021 Q2	$7.09M	Buy	139,838 +3,099	+2%	+$157K	1.43%	15
2021 Q1	$6.94M	Buy	136,739 +23,939	+21%	+$1.22M	1.97%	12
2020 Q4	$5.73M	Buy	+112,800	New	+$5.73M	1.85%	13

Other funds holding JPST

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Leo Brokerage's JPST Position: Q2 2023 in Review

Leo Brokerage increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.4% in Q2 2023, buying an estimated $643K and bringing the position to 213,086 shares worth $10.7M. The position accounts for 1.22% of the portfolio, ranked #14.

Leo Brokerage first reported a position in JPST in Q4 2020 and has held it in 8 quarters since. 950 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Leo Brokerage held 213,086 shares of JPMorgan Ultra-Short Income ETF worth $10.7M as of Q2 2023.
Leo Brokerage bought 12,803 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $643K.
JPMorgan Ultra-Short Income ETF made up 1.22% of Leo Brokerage's portfolio in Q2 2023, its #14 holding.
Leo Brokerage first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 8 quarters since.
950 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.