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RTD Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

RTD Financial Advisors’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
-5,475
Closed -$275K – 101
2023
Q3 		$275K Buy
+5,475
New +$274K 0.04% 92

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 $1.56T 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RTD Financial Advisors's JPST Position: Q4 2023 in Review

RTD Financial Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2023, closing a stake of 5,475 shares — an estimated $275K sold.

RTD Financial Advisors first reported a position in JPST in Q3 2023 and held it in 1 quarter. The position peaked at $275K in Q3 2023. 966 funds tracked by Wall St. Rank hold JPST as of Q4 2023.

  • RTD Financial Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2023 after selling out during the quarter.
  • RTD Financial Advisors sold 5,475 JPMorgan Ultra-Short Income ETF shares in Q4 2023, an estimated $275K.
  • RTD Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and held it in 1 quarter.
  • RTD Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $275K in Q3 2023.
  • 966 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2023.

Based on RTD Financial Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.