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

Raleigh 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
2024 Q1	–	Sell	-667	Closed	-$33.5K	–	1083
2023 Q4	$33.5K	Hold	667	–	–	0.02%	337
2023 Q3	$33.5K	Sell	667 -55	-8%	-$2.76K	0.02%	306
2023 Q2	$36.2K	Sell	722 -179	-20%	-$8.98K	0.02%	286
2023 Q1	$45.3K	Hold	901	–	–	0.02%	259
2022 Q4	$45.2K	Sell	901 -3,518	-80%	-$176K	0.02%	242
2022 Q3	$222K	Buy	4,419 +3,350	+313%	+$168K	0.13%	158
2022 Q2	$54K	Sell	1,069 -4,474	-81%	-$224K	0.03%	244
2022 Q1	$279K	Buy	5,543 +5,512	+17,781%	+$278K	0.15%	151
2021 Q4	$2K	Buy	+31	New	+$1.57K	﹤0.01%	271

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raleigh Capital Management's JPST Position: Q1 2024 in Review

Raleigh Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 667 shares — an estimated $33.5K sold.

Raleigh Capital Management first reported a position in JPST in Q4 2021 and held it in 9 quarters. The position peaked at $279K in Q1 2022. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Raleigh Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
Raleigh Capital Management sold 667 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $33.5K.
Raleigh Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 9 quarters.
Raleigh Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $279K in Q1 2022.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.