NEIRG Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

NEIRG Wealth Management’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	-331,441	Closed	-$16.6M	–	62
2023 Q2	$16.6M	Sell	331,441 -61,405	-16%	-$3.08M	3.06%	7
2023 Q1	$19.8M	Buy	+392,846	New	+$19.7M	3.43%	5

Other funds holding JPST

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NEIRG Wealth Management's JPST Position: Q3 2023 in Review

NEIRG Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 331,441 shares — an estimated $16.6M sold.

NEIRG Wealth Management first reported a position in JPST in Q1 2023 and held it in 2 quarters. The position peaked at $19.8M in Q1 2023. 964 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

NEIRG Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 331,441 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $16.6M.
NEIRG Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 2 quarters.
NEIRG Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $19.8M in Q1 2023.
964 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.