Spinnaker Investment Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Spinnaker Investment Group’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	–	Sell	-5,849	Closed	-$297K	–	95
2024 Q3	$297K	Buy	+5,849	New	+$296K	0.07%	73
2023 Q2	–	Sell	-7,134	Closed	-$359K	–	85
2023 Q1	$359K	Buy	7,134 +1,081	+18%	+$54.3K	0.13%	62
2022 Q4	$303K	Buy	6,053 +1,246	+26%	+$62.5K	0.11%	69
2022 Q3	$241K	Buy	+4,807	New	+$241K	0.09%	72
2022 Q2	–	Sell	-6,434	Closed	-$323K	–	82
2022 Q1	$323K	Buy	6,434 +154	+2%	+$7.76K	0.11%	65
2021 Q4	$317K	Buy	+6,280	New	+$318K	0.11%	67

Other funds holding JPST

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Spinnaker Investment Group's JPST Position: Q4 2024 in Review

Spinnaker Investment Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 5,849 shares — an estimated $297K sold.

Spinnaker Investment Group first reported a position in JPST in Q4 2021 and held it in 6 quarters. The position peaked at $359K in Q1 2023. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Spinnaker Investment Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Spinnaker Investment Group sold 5,849 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $297K.
Spinnaker Investment Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 6 quarters.
Spinnaker Investment Group's JPMorgan Ultra-Short Income ETF position peaked at $359K in Q1 2023.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Spinnaker Investment Group's 13F filing for Q4 2024, filed 17 Jan 2025.