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TritonPoint Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

TritonPoint Wealth’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
-5,321
Closed -$270K – 343
2024
Q3 		$270K Hold
5,321
– – 0.02% 281
2024
Q2 		$269K Sell
5,321
-60
-1% -$3.02K 0.03% 266
2024
Q1 		$281K Sell
5,381
-178
-3% -$8.96K 0.03% 268
2023
Q4 		$281K Buy
+5,559
New +$279K 0.03% 276

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

TritonPoint Wealth's JPST Position: Q4 2024 in Review

TritonPoint Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 5,321 shares — an estimated $270K sold.

TritonPoint Wealth first reported a position in JPST in Q4 2023 and held it in 4 quarters. The position peaked at $281K in Q1 2024. 1,077 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • TritonPoint Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
  • TritonPoint Wealth sold 5,321 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $270K.
  • TritonPoint Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 4 quarters.
  • TritonPoint Wealth's JPMorgan Ultra-Short Income ETF position peaked at $281K in Q1 2024.
  • 1,077 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on TritonPoint Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.