McAdam LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

McAdam LLC’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 Q4	–	Sell	-7,243	Closed	-$368K	–	367
2024 Q3	$368K	Sell	7,243 -8,396	-54%	-$424K	0.02%	225
2024 Q2	$789K	Sell	15,639 -4,362	-22%	-$220K	0.05%	138
2024 Q1	$1.01M	Buy	+20,001	New	+$1.01M	0.06%	119

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

McAdam LLC's JPST Position: Q4 2024 in Review

McAdam LLC sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 7,243 shares — an estimated $368K sold.

McAdam LLC first reported a position in JPST in Q1 2024 and held it in 3 quarters. The position peaked at $1.01M in Q1 2024. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

McAdam LLC reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
McAdam LLC sold 7,243 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $368K.
McAdam LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and held it in 3 quarters.
McAdam LLC's JPMorgan Ultra-Short Income ETF position peaked at $1.01M in Q1 2024.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on McAdam LLC's 13F filing for Q4 2024, filed 24 Jan 2025.