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

Planned 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
Q4 		– Sell
-2,260
Closed -$115K – 389
2024
Q3 		$115K Buy
+2,260
New +$114K 0.05% 183
2024
Q2 		– Sell
-4,025
Closed -$203K – 106
2024
Q1 		$203K Hold
4,025
– – 0.1% 99
2023
Q4 		$202K Sell
4,025
-40
-1% -$2.01K 0.09% 83
2023
Q3 		$204K Hold
4,065
– – 0.12% 76
2023
Q2 		$204K Buy
+4,065
New +$204K 0.12% 77

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

Planned Solutions's JPST Position: Q4 2024 in Review

Planned Solutions sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 2,260 shares — an estimated $115K sold.

Planned Solutions first reported a position in JPST in Q2 2023 and held it in 5 quarters. The position peaked at $204K in Q3 2023. 1,076 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • Planned Solutions reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2,260 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $115K.
  • Planned Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and held it in 5 quarters.
  • Planned Solutions's JPMorgan Ultra-Short Income ETF position peaked at $204K in Q3 2023.
  • 1,076 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.