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SignalPoint Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

SignalPoint Asset 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 		$587K Sell
11,653
-103
-0.9% -$5.2K 0.14% 120
2024
Q3 		$596K Buy
11,756
+446
+4% +$22.5K 0.14% 138
2024
Q2 		$571K Sell
11,310
-100
-0.9% -$5.04K 0.15% 138
2024
Q1 		$576K Sell
11,410
-17,869
-61% -$900K 0.16% 129
2023
Q4 		$1.47M Sell
29,279
-1,455
-5% -$73K 0.43% 53
2023
Q3 		$1.54M Buy
30,734
+1,902
+7% +$95.3K 0.49% 49
2023
Q2 		$1.45M Sell
28,832
-443
-2% -$22.2K 0.44% 52
2023
Q1 		$1.47M Sell
29,275
-179
-0.6% -$9K 0.47% 51
2022
Q4 		$1.48M Sell
29,454
-439
-1% -$22K 0.52% 47
2022
Q3 		$1.5M Sell
29,893
-285
-0.9% -$14.3K 0.57% 43
2022
Q2 		$1.51M Sell
30,178
-191
-0.6% -$9.58K 0.55% 46
2022
Q1 		$1.53M Sell
30,369
-788
-3% -$39.7K 0.48% 53
2021
Q4 		$1.57M Sell
31,157
-6,856
-18% -$347K 0.48% 50
2021
Q3 		$1.93M Sell
38,013
-72
-0.2% -$3.65K 0.62% 41
2021
Q2 		$1.93M Buy
38,085
+1,709
+5% +$86.7K 0.63% 38
2021
Q1 		$1.85M Sell
36,376
-2,946
-7% -$150K 0.65% 37
2020
Q4 		$2M Buy
39,322
+401
+1% +$20.4K 0.76% 31
2020
Q3 		$1.98M Buy
38,921
+2,171
+6% +$110K 0.82% 27
2020
Q2 		$1.86M Sell
36,750
-1,954
-5% -$98.4K 0.84% 26
2020
Q1 		$1.92M Sell
38,704
-8,402
-18% -$422K 1.01% 26
2019
Q4 		$2.38M Buy
47,106
+2,349
+5% +$119K 1% 26
2019
Q3 		$2.26M Buy
+44,757
New +$2.26M 1% 26

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SignalPoint Asset Management's JPST Position: Q4 2024 in Review

SignalPoint Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.88% in Q4 2024, selling an estimated $5.2K and leaving 11,653 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #120.

SignalPoint Asset Management first reported a position in JPST in Q3 2019 and has held it in 22 quarters since. The position peaked at $2.38M in Q4 2019. 1,076 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • SignalPoint Asset Management held 11,653 shares of JPMorgan Ultra-Short Income ETF worth $587K as of Q4 2024.
  • SignalPoint Asset Management sold 103 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $5.2K.
  • JPMorgan Ultra-Short Income ETF made up 0.14% of SignalPoint Asset Management's portfolio in Q4 2024, its #120 holding.
  • SignalPoint Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and has held it in 22 quarters since.
  • SignalPoint Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $2.38M in Q4 2019.
  • 1,076 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.