TAP Consulting’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

TAP Consulting’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	$5.48M	Sell	108,702 -1,748	-2%	-$88.3K	1.12%	26
2024 Q3	$5.6M	Buy	110,450 +15,686	+17%	+$793K	1.1%	25
2024 Q2	$4.78M	Buy	94,764 +1,793	+2%	+$90.3K	1.01%	30
2024 Q1	$4.69M	Sell	92,971 -48,636	-34%	-$2.45M	1.03%	25
2023 Q4	$7.11M	Buy	141,607 +59,273	+72%	+$2.97M	1.7%	11
2023 Q3	$4.13M	Buy	82,334 +10,857	+15%	+$544K	1.06%	28
2023 Q2	$3.58M	Sell	71,477 -11,711	-14%	-$588K	0.88%	30
2023 Q1	$4.19M	Buy	83,188 +10,692	+15%	+$537K	1.02%	29
2022 Q4	$3.63M	Buy	72,496 +1,025	+1%	+$51.4K	0.95%	29
2022 Q3	$3.58M	Sell	71,471 -72,743	-50%	-$3.65M	0.96%	29
2022 Q2	$7.22M	Buy	+144,214	New	+$7.24M	2%	9

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TAP Consulting's JPST Position: Q4 2024 in Review

TAP Consulting reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.6% in Q4 2024, selling an estimated $88.3K and leaving 108,702 shares worth $5.48M. The position accounts for 1.12% of the portfolio, ranked #26.

TAP Consulting first reported a position in JPST in Q2 2022 and has held it in 11 quarters since. The position peaked at $7.22M in Q2 2022. 1,076 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

TAP Consulting held 108,702 shares of JPMorgan Ultra-Short Income ETF worth $5.48M as of Q4 2024.
TAP Consulting sold 1,748 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $88.3K.
JPMorgan Ultra-Short Income ETF made up 1.12% of TAP Consulting's portfolio in Q4 2024, its #26 holding.
TAP Consulting first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 11 quarters since.
TAP Consulting's JPMorgan Ultra-Short Income ETF position peaked at $7.22M in Q2 2022.
1,076 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.