NFP Retirement Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

NFP Retirement Inc’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 Q1	–	Sell	-6,219	Closed	-$312K	–	287
2023 Q4	$312K	Sell	6,219 -1,971	-24%	-$98.9K	0.05%	183
2023 Q3	$411K	Buy	8,190 +190	+2%	+$9.52K	0.08%	158
2023 Q2	$401K	Hold	8,000	–	–	0.07%	162
2023 Q1	$403K	Hold	8,000	–	–	0.08%	170
2022 Q4	$401K	Buy	8,000 +2,000	+33%	+$100K	0.09%	164
2022 Q3	$301K	Buy	6,000 +2,000	+50%	+$100K	0.07%	183
2022 Q2	$200K	Buy	+4,000	New	+$201K	0.05%	220

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NFP Retirement Inc's JPST Position: Q1 2024 in Review

NFP Retirement Inc sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 6,219 shares — an estimated $312K sold.

NFP Retirement Inc first reported a position in JPST in Q2 2022 and held it in 7 quarters. The position peaked at $411K in Q3 2023. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

NFP Retirement Inc reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
NFP Retirement Inc sold 6,219 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $312K.
NFP Retirement Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 7 quarters.
NFP Retirement Inc's JPMorgan Ultra-Short Income ETF position peaked at $411K in Q3 2023.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on NFP Retirement Inc's 13F filing for Q1 2024, filed 13 Feb 2025.