Lindbrook Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-20	Closed	-$1K	–	2708
2023 Q4	$1K	Buy	+20	New	+$1K	﹤0.01%	2462
2022 Q3	–	Sell	-3,500	Closed	-$175K	–	2767
2022 Q2	$175K	Sell	3,500 -9,150	-72%	-$459K	0.03%	310
2022 Q1	$636K	Sell	12,650 -1,500	-11%	-$75.6K	0.1%	132
2021 Q4	$714K	Buy	14,150 +3,000	+27%	+$152K	0.11%	119
2021 Q3	$566K	Sell	11,150 -4,000	-26%	-$203K	0.15%	58
2021 Q2	$769K	Sell	15,150 -10,850	-42%	-$551K	0.17%	50
2021 Q1	$1.32M	Buy	26,000 +5,700	+28%	+$289K	0.3%	36
2020 Q4	$1.03M	Sell	20,300 -12,860	-39%	-$653K	0.25%	36
2020 Q3	$1.68M	Buy	33,160 +7,660	+30%	+$389K	0.46%	26
2020 Q2	$1.29M	Buy	+25,500	New	+$1.28M	0.38%	28

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lindbrook Capital's JPST Position: Q1 2024 in Review

Lindbrook Capital sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 20 shares — an estimated $1K sold.

Lindbrook Capital first reported a position in JPST in Q2 2020 and held it in 10 quarters. The position peaked at $1.68M in Q3 2020. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Lindbrook Capital reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
Lindbrook Capital sold 20 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $1K.
Lindbrook Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 10 quarters.
Lindbrook Capital's JPMorgan Ultra-Short Income ETF position peaked at $1.68M in Q3 2020.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.