Semus Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Semus Wealth Partners’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 Q2	–	Sell	-5,603	Closed	-$283K	–	122
2024 Q1	$283K	Sell	5,603 -1,184	-17%	-$59.6K	0.24%	93
2023 Q4	$341K	Sell	6,787 -1,129	-14%	-$56.7K	0.28%	78
2023 Q3	$397K	Sell	7,916 -1,861	-19%	-$93.2K	0.37%	62
2023 Q2	$490K	Sell	9,777 -4,956	-34%	-$249K	0.45%	56
2023 Q1	$741K	Sell	14,733 -385	-3%	-$19.3K	0.8%	25
2022 Q4	$758K	Buy	+15,118	New	+$758K	0.92%	23

Other funds holding JPST

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Semus Wealth Partners's JPST Position: Q2 2024 in Review

Semus Wealth Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 5,603 shares — an estimated $283K sold.

Semus Wealth Partners first reported a position in JPST in Q4 2022 and held it in 6 quarters. The position peaked at $758K in Q4 2022. 989 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Semus Wealth Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
Semus Wealth Partners sold 5,603 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $283K.
Semus Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 6 quarters.
Semus Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $758K in Q4 2022.
989 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Semus Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.