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

Signature Wealth Management 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
2023 Q2	–	Sell	-4,880	Closed	-$246K	–	103
2023 Q1	$246K	Hold	4,880	–	–	0.23%	83
2022 Q4	$245K	Sell	4,880 -6,309	-56%	-$316K	0.24%	84
2022 Q3	$561K	Sell	11,189 -1,981	-15%	-$99.3K	0.62%	45
2022 Q2	$660K	Sell	13,170 -6,154	-32%	-$309K	0.68%	41
2022 Q1	$971K	Buy	19,324 +11,945	+162%	+$602K	0.83%	32
2021 Q4	$372K	Sell	7,379 -700	-9%	-$35.4K	0.32%	70
2021 Q3	$410K	Sell	8,079 -1,169	-13%	-$59.3K	0.37%	64
2021 Q2	$469K	Sell	9,248 -1,836	-17%	-$93.2K	0.43%	58
2021 Q1	$563K	Sell	11,084 -19,259	-63%	-$978K	0.54%	54
2020 Q4	$1.54M	Buy	+30,343	New	+$1.54M	1.54%	17

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Signature Wealth Management Partners's JPST Position: Q2 2023 in Review

Signature Wealth Management Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 4,880 shares — an estimated $246K sold.

Signature Wealth Management Partners first reported a position in JPST in Q4 2020 and held it in 10 quarters. The position peaked at $1.54M in Q4 2020. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Signature Wealth Management Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 4,880 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $246K.
Signature Wealth Management Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 10 quarters.
Signature Wealth Management Partners's JPMorgan Ultra-Short Income ETF position peaked at $1.54M in Q4 2020.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Signature Wealth Management Partners's 13F filing for Q2 2023, filed 24 Jul 2023.