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Moneta Group Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Moneta Group Investment 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
-4,543
Closed -$229K – 620
2024
Q1 		$229K Buy
+4,543
New +$229K ﹤0.01% 546
2020
Q2 		– Sell
-5,557
Closed -$276K – 258
2020
Q1 		$276K Buy
+5,557
New +$279K 0.03% 205

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Moneta Group Investment Advisors's JPST Position: Q2 2024 in Review

Moneta Group Investment Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 4,543 shares — an estimated $229K sold.

Moneta Group Investment Advisors first reported a position in JPST in Q1 2020 and held it in 2 quarters. The position peaked at $276K in Q1 2020. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • Moneta Group Investment Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,543 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $229K.
  • Moneta Group Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 2 quarters.
  • Moneta Group Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $276K in Q1 2020.
  • 988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.