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PMFA
Plante Moran Financial Advisors’s
JPMorgan Ultra-Short Income ETF
JPST
Stock Holding History
Plante Moran Financial Advisors’s Portfolio
JPST Stock Details
JPST Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-21
Closed
-$1.06K
–
829
2025
Q2
$1.06K
Buy
+21
New
+$1.06K
﹤0.01%
694
2025
Q1
–
Sell
-89
Closed
-$4.48K
–
887
2024
Q4
$4.48K
Hold
89
–
–
﹤0.01%
702
2024
Q3
$4.52K
Buy
+89
New
+$4.5K
﹤0.01%
694
2022
Q3
–
Sell
-100
Closed
-$5K
–
966
2022
Q2
$5K
Buy
+100
New
+$5.02K
﹤0.01%
716
2022
Q1
–
Sell
-1,000
Closed
-$50K
–
906
2021
Q4
$50K
Buy
1,000
+950
+1,900%
+$48.1K
0.01%
364
2021
Q3
$3K
Buy
+50
New
+$2.54K
﹤0.01%
838
2019
Q3
–
Sell
-39
Closed
-$2K
–
882
2019
Q2
$2K
Buy
+39
New
+$1.97K
﹤0.01%
731
2018
Q4
–
Sell
-956
Closed
-$48K
–
929
2018
Q3
$48K
Buy
+956
New
+$48K
0.02%
300
Other funds holding JPST
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New York
$1.56T AUM
27.86%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
HWM
HB Wealth Management
Atlanta, Georgia
$15.5B AUM
18.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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