Pacific Sage Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pacific Sage Partners’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	-4,350	Closed	-$218K	–	87
2023 Q2	$218K	Buy	4,350 +33	+0.8%	+$1.66K	0.06%	77
2023 Q1	$217K	Buy	4,317 +26	+0.6%	+$1.31K	0.07%	75
2022 Q4	$215K	Buy	+4,291	New	+$215K	0.07%	78

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

Pacific Sage Partners's JPST Position: Q3 2023 in Review

Pacific Sage Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 4,350 shares — an estimated $218K sold.

Pacific Sage Partners first reported a position in JPST in Q4 2022 and held it in 3 quarters. The position peaked at $218K in Q2 2023. 964 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

Pacific Sage Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
Pacific Sage Partners sold 4,350 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $218K.
Pacific Sage Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 3 quarters.
Pacific Sage Partners's JPMorgan Ultra-Short Income ETF position peaked at $218K in Q2 2023.
964 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on Pacific Sage Partners's 13F filing for Q3 2023, filed 30 Oct 2023.