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Murray Stahl’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Murray Stahl’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
Q3 		– Sell
-4,172
Closed -$211K – 350
2024
Q2 		$211K Hold
4,172
– – ﹤0.01% 282
2024
Q1 		$210K Sell
4,172
-15,089
-78% -$760K ﹤0.01% 283
2023
Q4 		$967K Sell
19,261
-5,371
-22% -$270K 0.02% 159
2023
Q3 		$1.24M Sell
24,632
-10,052
-29% -$504K 0.02% 129
2023
Q2 		$1.74M Sell
34,684
-3,676
-10% -$184K 0.04% 109
2023
Q1 		$1.93M Sell
38,360
-3,832
-9% -$193K 0.04% 102
2022
Q4 		$2.12M Buy
42,192
+37,268
+757% +$1.87M 0.03% 92
2022
Q3 		$247K Sell
4,924
-1,330
-21% -$66.7K 0.01% 274
2022
Q2 		$313K Sell
6,254
-3,151
-34% -$158K 0.01% 270
2022
Q1 		$473K Sell
9,405
-2,679
-22% -$135K 0.01% 243
2021
Q4 		$610K Sell
12,084
-4,482
-27% -$227K 0.01% 227
2021
Q3 		$840K Sell
16,566
-990
-6% -$50.2K 0.02% 191
2021
Q2 		$891K Sell
17,556
-3,171
-15% -$161K 0.02% 193
2021
Q1 		$1.05M Sell
20,727
-1,713
-8% -$87K 0.02% 175
2020
Q4 		$1.14M Sell
22,440
-1,785
-7% -$90.6K 0.04% 157
2020
Q3 		$1.23M Sell
24,225
-1,622
-6% -$82.4K 0.05% 143
2020
Q2 		$1.31M Sell
25,847
-13,499
-34% -$680K 0.05% 135
2020
Q1 		$1.95M Sell
39,346
-412
-1% -$20.7K 0.09% 88
2019
Q4 		$2M Sell
39,758
-8,842
-18% -$446K 0.06% 108
2019
Q3 		$2.45M Sell
48,600
-452
-0.9% -$22.8K 0.07% 91
2019
Q2 		$2.47M Sell
49,052
-312
-0.6% -$15.7K 0.07% 101
2019
Q1 		$2.48M Buy
+49,364
New +$2.48M 0.07% 102

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Murray Stahl's JPST Position: Q3 2024 in Review

Murray Stahl sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024, closing a stake of 4,172 shares — an estimated $211K sold.

Murray Stahl first reported a position in JPST in Q1 2019 and held it in 22 quarters. The position peaked at $2.48M in Q1 2019. 978 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

  • Murray Stahl reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2024 after selling out during the quarter.
  • Murray Stahl sold 4,172 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $211K.
  • Murray Stahl first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 22 quarters.
  • Murray Stahl's JPMorgan Ultra-Short Income ETF position peaked at $2.48M in Q1 2019.
  • 978 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Horizon Kinetics Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.