Peterson Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Peterson Financial Group’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 Q3	$1.15K	Buy	+23	New	+$1.16K	﹤0.01%	389

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

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

Peterson Financial Group's JPST Position: Q3 2024 in Review

Peterson Financial Group opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024: 23 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings.

978 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

Peterson Financial Group held 23 shares of JPMorgan Ultra-Short Income ETF worth $1.15K as of Q3 2024.
JPMorgan Ultra-Short Income ETF was a new Peterson Financial Group position in Q3 2024.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #389 holding.
978 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.