Relative Value Partners Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Relative Value Partners Group’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 Q2	$826K	Buy	+16,363	New	+$824K	0.11%	164

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Relative Value Partners Group's JPST Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024: 16,363 shares worth $826K. The stake represents 0.11% of the portfolio and ranks #164 among its holdings.

988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Relative Value Partners Group held 16,363 shares of JPMorgan Ultra-Short Income ETF worth $826K as of Q2 2024.
JPMorgan Ultra-Short Income ETF was a new Relative Value Partners Group position in Q2 2024.
JPMorgan Ultra-Short Income ETF made up 0.11% of Relative Value Partners Group's portfolio in Q2 2024, its #164 holding.
988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.