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New England Private Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

New England Private Wealth 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
Q4 		– Sell
-9,639
Closed -$489K – 151
2024
Q3 		$489K Buy
9,639
+126
+1% +$6.37K 0.08% 95
2024
Q2 		$480K Buy
+9,513
New +$479K 0.08% 94
2024
Q1 		– Sell
-9,264
Closed -$465K – 134
2023
Q4 		$465K Buy
9,264
+156
+2% +$7.83K 0.09% 89
2023
Q3 		$457K Sell
9,108
-2,032
-18% -$102K 0.1% 85
2023
Q2 		$559K Sell
11,140
-7,939
-42% -$398K 0.11% 78
2023
Q1 		$960K Buy
19,079
+83
+0.4% +$4.17K 0.2% 64
2022
Q4 		$952K Buy
18,996
+346
+2% +$17.3K 0.2% 60
2022
Q3 		$935K Buy
18,650
+8,091
+77% +$406K 0.22% 57
2022
Q2 		$531K Sell
10,559
-1
-0% -$50 0.1% 76
2022
Q1 		$531K Buy
10,560
+12
+0.1% +$604 0.1% 76
2021
Q4 		$533K Sell
10,548
-473
-4% -$23.9K 0.09% 75
2021
Q3 		$559K Sell
11,021
-1,130
-9% -$57.3K 0.1% 71
2021
Q2 		$616K Sell
12,151
-317
-3% -$16.1K 0.12% 67
2021
Q1 		$633K Buy
12,468
+22
+0.2% +$1.12K 0.11% 66
2020
Q4 		$632K Sell
12,446
-741
-6% -$37.6K 0.14% 60
2020
Q3 		$671K Buy
13,187
+36
+0.3% +$1.83K 0.17% 57
2020
Q2 		$667K Sell
13,151
-5,321
-29% -$268K 0.18% 54
2020
Q1 		$917K Sell
18,472
-16,046
-46% -$807K 0.31% 43
2019
Q4 		$1.74M Buy
34,518
+7,832
+29% +$395K 0.45% 39
2019
Q3 		$1.35M Buy
26,686
+1,960
+8% +$98.9K 0.33% 50
2019
Q2 		$1.25M Buy
24,726
+4,463
+22% +$225K 0.3% 52
2019
Q1 		$1.02M Buy
20,263
+4,322
+27% +$217K 0.26% 55
2018
Q4 		$799K Buy
+15,941
New +$800K 0.23% 60

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

New England Private Wealth Advisors's JPST Position: Q4 2024 in Review

New England Private Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 9,639 shares — an estimated $489K sold.

New England Private Wealth Advisors first reported a position in JPST in Q4 2018 and held it in 23 quarters. The position peaked at $1.74M in Q4 2019. 1,077 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • New England Private Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
  • New England Private Wealth Advisors sold 9,639 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $489K.
  • New England Private Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 23 quarters.
  • New England Private Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.74M in Q4 2019.
  • 1,077 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on New England Private Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.