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

TFB 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
Q2 		– Sell
-6,361
Closed -$319K – 294
2024
Q1 		$319K Buy
+6,361
New +$320K 0.12% 194
2023
Q2 		– Sell
-7,584
Closed -$382K – 236
2023
Q1 		$382K Sell
7,584
-120
-2% -$6.03K 0.29% 67
2022
Q4 		$386K Buy
+7,704
New +$386K 0.32% 61

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TFB Advisors's JPST Position: Q2 2024 in Review

TFB Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 6,361 shares — an estimated $319K sold.

TFB Advisors first reported a position in JPST in Q4 2022 and held it in 3 quarters. The position peaked at $386K in Q4 2022. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • TFB Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • TFB Advisors sold 6,361 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $319K.
  • TFB Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 3 quarters.
  • TFB Advisors's JPMorgan Ultra-Short Income ETF position peaked at $386K in Q4 2022.
  • 988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on TFB Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.