LWM Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-5,550	Closed	-$279K	–	125
2023 Q3	$279K	Sell	5,550 -1,363	-20%	-$68.3K	0.3%	57
2023 Q2	$347K	Buy	6,913 +1,966	+40%	+$98.7K	0.37%	54
2023 Q1	$249K	Buy	4,947 +354	+8%	+$17.8K	0.27%	67
2022 Q4	$230K	Buy	+4,593	New	+$230K	0.25%	72
2022 Q3	–	Sell	-6,881	Closed	-$345K	–	121
2022 Q2	$345K	Buy	+6,881	New	+$345K	0.41%	71

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 $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LWM Advisory Services's JPST Position: Q4 2023 in Review

LWM Advisory Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2023, closing a stake of 5,550 shares — an estimated $279K sold.

LWM Advisory Services first reported a position in JPST in Q2 2022 and held it in 5 quarters. The position peaked at $347K in Q2 2023. 967 funds tracked by Wall St. Rank hold JPST as of Q4 2023.

LWM Advisory Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 5,550 JPMorgan Ultra-Short Income ETF shares in Q4 2023, an estimated $279K.
LWM Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 5 quarters.
LWM Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $347K in Q2 2023.
967 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.