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SFA
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
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1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
HWM
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$15.4B AUM
18.35%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Wealth Enhancement Advisory Services
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$45.5B AUM
21.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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