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

Opes 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
2024
Q4 		– Sell
-6,450
Closed -$327K – 142
2024
Q3 		$327K Buy
6,450
+100
+2% +$5.05K 0.06% 109
2024
Q2 		$320K Sell
6,350
-2,780
-30% -$140K 0.07% 103
2024
Q1 		$461K Hold
9,130
– – 0.11% 90
2023
Q4 		$459K Sell
9,130
-2,790
-23% -$140K 0.11% 84
2023
Q3 		$598K Hold
11,920
– – 0.17% 67
2023
Q2 		$598K Hold
11,920
– – 0.17% 72
2023
Q1 		$600K Buy
+11,920
New +$599K 0.19% 59

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

Opes Wealth Management's JPST Position: Q4 2024 in Review

Opes Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 6,450 shares — an estimated $327K sold.

Opes Wealth Management first reported a position in JPST in Q1 2023 and held it in 7 quarters. The position peaked at $600K in Q1 2023. 1,076 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • Opes Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
  • Opes Wealth Management sold 6,450 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $327K.
  • Opes Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 7 quarters.
  • Opes Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $600K in Q1 2023.
  • 1,076 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Opes Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.