PCM
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Prelude Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Prelude Capital 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
2023
Q4 		– Sell
-34,009
Closed -$1.71M – 1254
2023
Q3 		$1.71M Hold
34,009
– – 0.15% 213
2023
Q2 		$1.71M Buy
34,009
+5,000
+17% +$251K 0.14% 222
2023
Q1 		$1.46M Buy
29,009
+2,979
+11% +$150K 0.1% 259
2022
Q4 		$1.3M Buy
+26,030
New +$1.3M 0.08% 303
2020
Q1 		– Sell
-18,845
Closed -$950K – 1843
2019
Q4 		$950K Hold
18,845
– – 0.12% 403
2019
Q3 		$950K Buy
18,845
+3,503
+23% +$177K 0.11% 344
2019
Q2 		$773K Buy
+15,342
New +$773K 0.08% 410

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return