Retirement Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Retirement 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 Q1	$153K	Hold	3,027	–	–	0.05%	134
2023 Q4	$152K	Buy	3,027 +1,994	+193%	+$100K	0.06%	123
2023 Q3	$51.8K	Sell	1,033 -60	-5%	-$3.01K	0.02%	199
2023 Q2	$54.8K	Buy	1,093 +574	+111%	+$28.8K	0.02%	189
2023 Q1	$26K	Hold	519	–	–	0.01%	269
2022 Q4	$26K	Hold	519	–	–	0.01%	240
2022 Q3	$26K	Hold	519	–	–	0.02%	159
2022 Q2	$26K	Hold	519	–	–	0.01%	278
2022 Q1	$26K	Hold	519	–	–	0.01%	298
2021 Q4	$26K	Sell	519 -65	-11%	-$3.29K	0.01%	294
2021 Q3	$30K	Hold	584	–	–	0.01%	268
2021 Q2	$30K	Hold	584	–	–	0.01%	276
2021 Q1	$30K	Hold	584	–	–	0.01%	329
2020 Q4	$29K	Hold	584	–	–	0.01%	319
2020 Q3	$30K	Buy	584 +65	+13%	+$3.3K	0.02%	287
2020 Q2	$26K	Buy	+519	New	+$26.1K	0.02%	294

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

Retirement Group's JPST Position: Q1 2024 in Review

Retirement Group held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q1 2024 at 3,027 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #134.

Retirement Group first reported a position in JPST in Q2 2020 and has held it in 16 quarters since. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Retirement Group held 3,027 shares of JPMorgan Ultra-Short Income ETF worth $153K as of Q1 2024.
Retirement Group left its JPMorgan Ultra-Short Income ETF share count unchanged in Q1 2024.
JPMorgan Ultra-Short Income ETF made up 0.05% of Retirement Group's portfolio in Q1 2024, its #134 holding.
Retirement Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 16 quarters since.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.