STAR Financial Bank’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

STAR Financial Bank’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	-17,625	Closed	-$890K	–	124
2024 Q2	$890K	Sell	17,625 -2,613	-13%	-$132K	0.69%	43
2024 Q1	$1.02M	Sell	20,238 -350	-2%	-$17.6K	0.87%	29
2023 Q4	$1.03M	Buy	20,588 +639	+3%	+$32.1K	0.94%	29
2023 Q3	$1M	Sell	19,949 -1,261	-6%	-$63.2K	1.03%	26
2023 Q2	$1.06M	Sell	21,210 -2,618	-11%	-$131K	0.99%	27
2023 Q1	$1.2M	Sell	23,828 -2,732	-10%	-$137K	1.17%	23
2022 Q4	$1.33M	Buy	+26,560	New	+$1.33M	1.32%	21

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

STAR Financial Bank's JPST Position: Q3 2024 in Review

STAR Financial Bank sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2024, closing a stake of 17,625 shares — an estimated $890K sold.

STAR Financial Bank first reported a position in JPST in Q4 2022 and held it in 7 quarters. The position peaked at $1.33M in Q4 2022. 977 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

STAR Financial Bank reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2024 after selling out during the quarter.
STAR Financial Bank sold 17,625 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $890K.
STAR Financial Bank first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 7 quarters.
STAR Financial Bank's JPMorgan Ultra-Short Income ETF position peaked at $1.33M in Q4 2022.
977 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on STAR Financial Bank's 13F filing for Q3 2024, filed 8 Nov 2024.