McClarren Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

McClarren Financial Advisors’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	-1,375	Closed	-$70K	–	341
2024 Q1	$70K	Hold	1,375	–	–	0.05%	121
2023 Q4	$69K	Buy	+1,375	New	+$69K	0.05%	130
2023 Q2	–	Sell	-377	Closed	-$18K	–	405
2023 Q1	$18K	Sell	377 -447	-54%	-$22.5K	0.02%	215
2022 Q4	$41K	Buy	+824	New	+$41.3K	0.04%	162

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

McClarren Financial Advisors's JPST Position: Q2 2024 in Review

McClarren Financial Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 1,375 shares — an estimated $70K sold.

McClarren Financial Advisors first reported a position in JPST in Q4 2022 and held it in 4 quarters. The position peaked at $70K in Q1 2024. 989 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

McClarren Financial Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
McClarren Financial Advisors sold 1,375 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $70K.
McClarren Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 4 quarters.
McClarren Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $70K in Q1 2024.
989 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on McClarren Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.