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Sanctuary Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sanctuary Wealth 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
Q4 		$6.28M Buy
124,582
+2,995
+2% +$151K 4.15% 8
2024
Q3 		$6.17M Buy
121,587
+4,935
+4% +$249K 4.41% 6
2024
Q2 		$5.89M Buy
116,652
+26,734
+30% +$1.35M 4.46% 6
2024
Q1 		$4.54M Buy
89,918
+35,816
+66% +$1.8M 3.69% 6
2023
Q4 		$2.72M Buy
54,102
+30,083
+125% +$1.51M 2.63% 8
2023
Q3 		$1.21M Sell
24,019
-765
-3% -$38.3K 1.31% 15
2023
Q2 		$1.24M Buy
+24,784
New +$1.24M 1.32% 16
2022
Q4 		$968K Buy
19,314
+298
+2% +$14.9K 1.13% 12
2022
Q3 		$954K Sell
19,016
-723,454
-97% -$36.3M 1.24% 15
2022
Q2 		$37.2M Buy
742,470
+717,594
+2,885% +$36M 45.59% 1
2022
Q1 		$1.25M Buy
24,876
+4,062
+20% +$205K 1.38% 15
2021
Q4 		$1.05M Sell
20,814
-24,030
-54% -$1.22M 1.12% 16
2021
Q3 		$2.27M Buy
44,844
+8,152
+22% +$413K 2.53% 11
2021
Q2 		$1.86M Buy
36,692
+3,280
+10% +$166K 2.23% 16
2021
Q1 		$1.7M Sell
33,412
-5,430
-14% -$276K 2.18% 11
2020
Q4 		$1.97M Sell
38,842
-27,088
-41% -$1.38M 2.4% 14
2020
Q3 		$3.35M Sell
65,930
-42,452
-39% -$2.16M 3.25% 5
2020
Q2 		$5.5M Sell
108,382
-950,226
-90% -$47.9M 5.77% 5
2020
Q1 		$52.6M Buy
1,058,608
+1,051,473
+14,737% +$52.9M 69.62% 1
2019
Q4 		$360K Sell
7,135
-516
-7% -$26K 0.4% 13
2019
Q3 		$386K Sell
7,651
-17,035
-69% -$860K 0.39% 13
2019
Q2 		$1.24M Sell
24,686
-515,929
-95% -$26M 1.15% 11
2019
Q1 		$27.1M Hold
540,615
– – 28% 2
2018
Q4 		$27.1M Buy
540,615
+58,345
+12% +$2.93M 28% 2
2018
Q3 		$24.2M Buy
482,270
+123,977
+35% +$6.22M 20.99% 2
2018
Q2 		$17.9M Buy
+358,293
New +$18M 15.61% 3

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sanctuary Wealth Management's JPST Position: Q4 2024 in Review

Sanctuary Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.5% in Q4 2024, buying an estimated $151K and bringing the position to 124,582 shares worth $6.28M. The position accounts for 4.15% of the portfolio, ranked #8.

Sanctuary Wealth Management first reported a position in JPST in Q2 2018 and has held it in 26 quarters since. The position peaked at $52.6M in Q1 2020. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • Sanctuary Wealth Management held 124,582 shares of JPMorgan Ultra-Short Income ETF worth $6.28M as of Q4 2024.
  • Sanctuary Wealth Management bought 2,995 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $151K.
  • JPMorgan Ultra-Short Income ETF made up 4.15% of Sanctuary Wealth Management's portfolio in Q4 2024, its #8 holding.
  • Sanctuary Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 26 quarters since.
  • Sanctuary Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $52.6M in Q1 2020.
  • 1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.