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MJP Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

MJP Associates’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
-6,406
Closed -$321K – 182
2023
Q2 		$321K Buy
6,406
+1,012
+19% +$50.8K 0.11% 93
2023
Q1 		$271K Buy
5,394
+16
+0.3% +$804 0.08% 99
2022
Q4 		$270K Sell
5,378
-261
-5% -$13.1K 0.08% 102
2022
Q3 		$283K Sell
5,639
-685
-11% -$34.3K 0.08% 94
2022
Q2 		$317K Sell
6,324
-2,076
-25% -$104K 0.09% 93
2022
Q1 		$422K Sell
8,400
-375
-4% -$18.9K 0.11% 89
2021
Q4 		$443K Sell
8,775
-549
-6% -$27.8K 0.13% 85
2021
Q3 		$473K Buy
+9,324
New +$473K 0.16% 74

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MJP Associates's JPST Position: Q3 2023 in Review

MJP Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 6,406 shares — an estimated $321K sold.

MJP Associates first reported a position in JPST in Q3 2021 and held it in 8 quarters. The position peaked at $473K in Q3 2021. 963 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

  • MJP Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
  • MJP Associates sold 6,406 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $321K.
  • MJP Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and held it in 8 quarters.
  • MJP Associates's JPMorgan Ultra-Short Income ETF position peaked at $473K in Q3 2021.
  • 963 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on MJP Associates's 13F filing for Q3 2023, filed 11 Oct 2023.