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Source Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Source 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
Q3 		– Sell
-4,685
Closed -$236K – 122
2024
Q2 		$236K Sell
4,685
-5,133
-52% -$258K 0.07% 103
2024
Q1 		$495K Buy
+9,818
New +$494K 0.15% 72
2023
Q4 		– Sell
-4,044
Closed -$203K – 123
2023
Q3 		$203K Buy
+4,044
New +$203K 0.07% 119

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Source Financial Advisors's JPST Position: Q3 2024 in Review

Source Financial Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024, closing a stake of 4,685 shares — an estimated $236K sold.

Source Financial Advisors first reported a position in JPST in Q3 2023 and held it in 3 quarters. The position peaked at $495K in Q1 2024. 977 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

  • Source Financial Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2024 after selling out during the quarter.
  • Source Financial Advisors sold 4,685 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $236K.
  • Source Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and held it in 3 quarters.
  • Source Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $495K in Q1 2024.
  • 977 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.