Spartan Planning & Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Spartan Planning & Wealth 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
2023 Q4	$201	Hold	4	–	–	﹤0.01%	183
2023 Q3	$201	Buy	+4	New	+$200	﹤0.01%	146
2022 Q4	$201	Hold	4	–	–	﹤0.01%	153
2022 Q3	$0	Hold	4	–	–	﹤0.01%	97
2022 Q2	$0	Hold	4	–	–	﹤0.01%	127
2022 Q1	$0	Buy	+4	New	+$201	﹤0.01%	138

Other funds holding JPST

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spartan Planning & Wealth Management's JPST Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q4 2023 at 4 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Spartan Planning & Wealth Management first reported a position in JPST in Q1 2022 and has held it in 6 quarters since. 966 funds tracked by Wall St. Rank hold JPST as of Q4 2023.

Spartan Planning & Wealth Management held 4 shares of JPMorgan Ultra-Short Income ETF worth $201 as of Q4 2023.
Spartan Planning & Wealth Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q4 2023.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #183 holding.
Spartan Planning & Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 6 quarters since.
966 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.