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Teamwork Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Teamwork Financial Advisors’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
Q1 		– Sell
-4,452
Closed -$224K – 192
2023
Q4 		$224K Sell
4,452
-12,375
-74% -$621K 0.04% 168
2023
Q3 		$844K Sell
16,827
-6,933
-29% -$347K 0.14% 97
2023
Q2 		$1.19M Sell
23,760
-108,771
-82% -$5.46M 0.19% 75
2023
Q1 		$6.67M Buy
+132,531
New +$6.66M 1.23% 18

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Teamwork Financial Advisors's JPST Position: Q1 2024 in Review

Teamwork Financial Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 4,452 shares — an estimated $224K sold.

Teamwork Financial Advisors first reported a position in JPST in Q1 2023 and held it in 4 quarters. The position peaked at $6.67M in Q1 2023. 953 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

  • Teamwork Financial Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 4,452 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $224K.
  • Teamwork Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 4 quarters.
  • Teamwork Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $6.67M in Q1 2023.
  • 953 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Teamwork Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.