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Snowden Capital Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Snowden Capital 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
Q3 		– Sell
-5,084
Closed -$257K – 1242
2024
Q2 		$257K Buy
5,084
+31
+0.6% +$1.56K 0.01% 1037
2024
Q1 		$255K Buy
5,053
+200
+4% +$10.1K 0.01% 1032
2023
Q4 		$244K Buy
4,853
+11
+0.2% +$552 0.01% 1004
2023
Q3 		$243K Sell
4,842
-11,784
-71% -$590K 0.01% 934
2023
Q2 		$834K Sell
16,626
-2,912
-15% -$146K 0.03% 512
2023
Q1 		$983K Buy
19,538
+6,538
+50% +$329K 0.04% 455
2022
Q4 		$652K Sell
13,000
-22,095
-63% -$1.11M 0.03% 600
2022
Q3 		$1.76M Sell
35,095
-4,522
-11% -$227K 0.08% 288
2022
Q2 		$1.98M Sell
39,617
-654
-2% -$32.8K 0.09% 258
2022
Q1 		$2.02M Sell
40,271
-1,136
-3% -$57.2K 0.08% 278
2021
Q4 		$2.09M Sell
41,407
-100
-0.2% -$5.06K 0.11% 230
2021
Q3 		$2.11M Sell
41,507
-22,952
-36% -$1.16M 0.11% 246
2021
Q2 		$3.27M Buy
64,459
+39,017
+153% +$1.98M 0.16% 180
2021
Q1 		$1.29M Sell
25,442
-4,478
-15% -$227K 0.07% 296
2020
Q4 		$1.52M Buy
29,920
+11,092
+59% +$563K 0.1% 243
2020
Q3 		$956K Sell
18,828
-2,401
-11% -$122K 0.08% 275
2020
Q2 		$1.08M Buy
21,229
+1,961
+10% +$98.8K 0.09% 252
2020
Q1 		$957K Sell
19,268
-10,969
-36% -$552K 0.1% 245
2019
Q4 		$1.52M Sell
30,237
-197
-0.6% -$9.94K 0.14% 220
2019
Q3 		$1.53M Buy
30,434
+10,624
+54% +$536K 0.15% 197
2019
Q2 		$998K Sell
19,810
-21,024
-51% -$1.06M 0.1% 248
2019
Q1 		$2.05M Sell
40,834
-9,019
-18% -$453K 0.22% 155
2018
Q4 		$2.5M Buy
49,853
+42,020
+536% +$2.11M 0.32% 99
2018
Q3 		$393K Hold
7,833
– – 0.04% 352
2018
Q2 		$392K Buy
+7,833
New +$393K 0.05% 331

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Snowden Capital Advisors's JPST Position: Q3 2024 in Review

Snowden Capital Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024, closing a stake of 5,084 shares — an estimated $257K sold.

Snowden Capital Advisors first reported a position in JPST in Q2 2018 and held it in 25 quarters. The position peaked at $3.27M in Q2 2021. 978 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

  • Snowden Capital Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 5,084 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $257K.
  • Snowden Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and held it in 25 quarters.
  • Snowden Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.27M in Q2 2021.
  • 978 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Snowden Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.