Summa Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Summa Corp’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	-8,000	Closed	-$406K	–	64
2024 Q3	$406K	Hold	8,000	–	–	0.19%	47
2024 Q2	$404K	Hold	8,000	–	–	0.2%	45
2024 Q1	$404K	Hold	8,000	–	–	0.22%	43
2023 Q4	$402K	Buy	+8,000	New	+$401K	0.28%	46

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

Summa Corp's JPST Position: Q4 2024 in Review

Summa Corp sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 8,000 shares — an estimated $406K sold.

Summa Corp first reported a position in JPST in Q4 2023 and held it in 4 quarters. The position peaked at $406K in Q3 2024. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Summa Corp reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Summa Corp sold 8,000 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $406K.
Summa Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 4 quarters.
Summa Corp's JPMorgan Ultra-Short Income ETF position peaked at $406K in Q3 2024.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Summa Corp's 13F filing for Q4 2024, filed 23 Jan 2025.