Personal CFO Solutions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Personal CFO Solutions’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 Q2	–	Sell	-4,304	Closed	-$217K	–	577
2024 Q1	$217K	Buy	+4,304	New	+$217K	0.03%	502
2023 Q3	–	Sell	-4,500	Closed	-$226K	–	483
2023 Q2	$226K	Buy	4,500 +14	+0.3%	+$703	0.05%	419
2023 Q1	$226K	Buy	+4,486	New	+$225K	0.05%	410
2022 Q4	–	Sell	-16,674	Closed	-$836K	–	477
2022 Q3	$836K	Buy	16,674 +9,178	+122%	+$460K	0.21%	93
2022 Q2	$375K	Sell	7,496 -3,368	-31%	-$169K	0.09%	214
2022 Q1	$546K	Buy	+10,864	New	+$547K	0.11%	180
2021 Q2	–	Sell	-6,000	Closed	-$305K	–	452
2021 Q1	$305K	Hold	6,000	–	–	0.07%	254
2020 Q4	$305K	Sell	6,000 -2,000	-25%	-$102K	0.08%	243
2020 Q3	$0	Hold	8,000	–	–	﹤0.01%	242
2020 Q2	$406K	Buy	+8,000	New	+$403K	0.12%	161

Other funds holding JPST

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

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

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

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Personal CFO Solutions's JPST Position: Q2 2024 in Review

Personal CFO Solutions sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 4,304 shares — an estimated $217K sold.

Personal CFO Solutions first reported a position in JPST in Q2 2020 and held it in 10 quarters. The position peaked at $836K in Q3 2022. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Personal CFO Solutions reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
Personal CFO Solutions sold 4,304 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $217K.
Personal CFO Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 10 quarters.
Personal CFO Solutions's JPMorgan Ultra-Short Income ETF position peaked at $836K in Q3 2022.
988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.