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

TimeScale Financial’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
2023 Q2	$76.5K	Hold	1,525	–	–	0.02%	180
2023 Q1	$76.7K	Buy	+1,525	New	+$76.6K	0.02%	172
2021 Q2	–	Sell	-711	Closed	-$36K	–	538
2021 Q1	$36K	Buy	+711	New	+$36.1K	0.01%	203

Other funds holding JPST

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

TimeScale Financial's JPST Position: Q2 2023 in Review

TimeScale Financial held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2023 at 1,525 shares worth $76.5K. The position accounts for 0.02% of the portfolio, ranked #180.

TimeScale Financial first reported a position in JPST in Q1 2021 and has held it in 3 quarters since. The position peaked at $76.7K in Q1 2023. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

TimeScale Financial held 1,525 shares of JPMorgan Ultra-Short Income ETF worth $76.5K as of Q2 2023.
TimeScale Financial left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2023.
JPMorgan Ultra-Short Income ETF made up 0.02% of TimeScale Financial's portfolio in Q2 2023, its #180 holding.
TimeScale Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 3 quarters since.
TimeScale Financial's JPMorgan Ultra-Short Income ETF position peaked at $76.7K in Q1 2023.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.