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

Semmax 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
2024 Q1	–	Sell	-891	Closed	-$44.8K	–	426
2023 Q4	$44.8K	Hold	891	–	–	0.02%	146
2023 Q3	$44.7K	Buy	+891	New	+$44.6K	0.02%	124
2022 Q4	$45K	Hold	891	–	–	0.02%	116
2022 Q3	$45K	Hold	891	–	–	0.02%	112
2022 Q2	$45K	Hold	891	–	–	0.02%	115
2022 Q1	$45K	Hold	891	–	–	0.02%	129
2021 Q4	$45K	Hold	891	–	–	0.02%	133
2021 Q3	$45K	Hold	891	–	–	0.02%	129
2021 Q2	$45K	Hold	891	–	–	0.01%	129
2021 Q1	$45K	Sell	891 -93	-9%	-$4.72K	0.02%	125
2020 Q4	$50K	Hold	984	–	–	0.02%	120
2020 Q3	$50K	Hold	984	–	–	0.02%	111
2020 Q2	$50K	Hold	984	–	–	0.03%	109
2020 Q1	$49K	Sell	984 -111	-10%	-$5.58K	0.03%	110
2019 Q4	$55K	Sell	1,095 -236	-18%	-$11.9K	0.03%	109
2019 Q3	$67K	Hold	1,331	–	–	0.04%	107
2019 Q2	$67K	Sell	1,331 -4,559	-77%	-$230K	0.04%	111
2019 Q1	$296K	Buy	+5,890	New	+$296K	0.2%	106

Other funds holding JPST

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Semmax Financial Advisors's JPST Position: Q1 2024 in Review

Semmax Financial Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 891 shares — an estimated $44.8K sold.

Semmax Financial Advisors first reported a position in JPST in Q1 2019 and held it in 18 quarters. The position peaked at $296K in Q1 2019. 954 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Semmax Financial Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
Semmax Financial Advisors sold 891 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $44.8K.
Semmax Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 18 quarters.
Semmax Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $296K in Q1 2019.
954 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Semmax Financial Advisors's 13F filing for Q1 2024, filed 16 May 2024.