LNC
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Lincoln National Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lincoln National Corp’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
-719,901
Closed -$36.3M – 646
2024
Q1 		$36.3M Buy
719,901
+97,040
+16% +$4.89M 0.57% 34
2023
Q4 		$31.3M Buy
622,861
+33,395
+6% +$1.68M 0.55% 30
2023
Q3 		$29.6M Buy
589,466
+234,822
+66% +$11.8M 0.6% 29
2023
Q2 		$17.8M Sell
354,644
-248,624
-41% -$12.5M 0.35% 45
2023
Q1 		$30.4M Buy
603,268
+2,175
+0.4% +$109K 0.64% 28
2022
Q4 		$30.1M Sell
601,093
-14,787
-2% -$741K 0.68% 27
2022
Q3 		$30.9M Buy
615,880
+51,188
+9% +$2.57M 0.76% 26
2022
Q2 		$28.3M Buy
564,692
+61,793
+12% +$3.1M 0.66% 28
2022
Q1 		$25.3M Buy
502,899
+272,958
+119% +$13.7M 0.52% 31
2021
Q4 		$11.6M Sell
229,941
-18,225
-7% -$922K 0.23% 60
2021
Q3 		$12.6M Buy
248,166
+7,679
+3% +$389K 0.28% 49
2021
Q2 		$12.2M Buy
240,487
+19,900
+9% +$1.01M 0.26% 51
2021
Q1 		$11.2M Buy
220,587
+5,246
+2% +$266K 0.28% 48
2020
Q4 		$10.9M Sell
215,341
-18,322
-8% -$930K 0.29% 48
2020
Q3 		$11.9M Sell
233,663
-3,939
-2% -$200K 0.35% 43
2020
Q2 		$12.1M Buy
237,602
+174,291
+275% +$8.78M 0.38% 39
2020
Q1 		$3.14M Sell
63,311
-10,419
-14% -$524K 0.12% 93
2019
Q4 		$3.72M Buy
73,730
+17,081
+30% +$862K 0.12% 93
2019
Q3 		$2.86M Buy
56,649
+5,547
+11% +$280K 0.11% 97
2019
Q2 		$2.58M Sell
51,102
-12,997
-20% -$655K 0.1% 101
2019
Q1 		$3.22M Buy
+64,099
New +$3.22M 0.13% 75

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Lincoln National Corp's JPST Position: Q2 2024 in Review

Lincoln National Corp sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 719,901 shares — an estimated $36.3M sold.

Lincoln National Corp first reported a position in JPST in Q1 2019 and held it in 21 quarters. The position peaked at $36.3M in Q1 2024. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • Lincoln National Corp reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 719,901 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $36.3M.
  • Lincoln National Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 21 quarters.
  • Lincoln National Corp's JPMorgan Ultra-Short Income ETF position peaked at $36.3M in Q1 2024.
  • 988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.