PPWM
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PFG Private Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

PFG Private 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
-83
Closed -$4.21K – 248
2024
Q3 		$4.21K Buy
+83
New +$4.19K ﹤0.01% 169
2022
Q3 		– Sell
-20
Closed -$1K – 353
2022
Q2 		$1K Buy
+20
New +$1K ﹤0.01% 301

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PFG Private Wealth Management's JPST Position: Q4 2024 in Review

PFG Private Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 83 shares — an estimated $4.21K sold.

PFG Private Wealth Management first reported a position in JPST in Q2 2022 and held it in 2 quarters. The position peaked at $4.21K in Q3 2024. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • PFG Private Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 83 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $4.21K.
  • PFG Private Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 2 quarters.
  • PFG Private Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $4.21K in Q3 2024.
  • 1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on PFG Private Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.