LMG Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

LMG Wealth Partners’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 Q3	–	Sell	-8,943	Closed	-$448K	–	105
2023 Q2	$448K	Hold	8,943	–	–	0.14%	77
2023 Q1	$450K	Hold	8,943	–	–	0.15%	78
2022 Q4	$449K	Buy	+8,943	New	+$448K	0.15%	78

Other funds holding JPST

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

HWM

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LMG Wealth Partners's JPST Position: Q3 2023 in Review

LMG Wealth Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 8,943 shares — an estimated $448K sold.

LMG Wealth Partners first reported a position in JPST in Q4 2022 and held it in 3 quarters. The position peaked at $450K in Q1 2023. 965 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

LMG Wealth Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
LMG Wealth Partners sold 8,943 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $448K.
LMG Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 3 quarters.
LMG Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $450K in Q1 2023.
965 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on LMG Wealth Partners's 13F filing for Q3 2023, filed 16 Oct 2023.