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

Tull Financial Group’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
-28,888
Closed -$1.47M – 30
2024
Q3 		$1.47M Buy
+28,888
New +$1.46M 0.89% 8

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Tull Financial Group's JPST Position: Q4 2024 in Review

Tull Financial Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 28,888 shares — an estimated $1.47M sold.

Tull Financial Group first reported a position in JPST in Q3 2024 and held it in 1 quarter. The position peaked at $1.47M in Q3 2024. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • Tull Financial Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
  • Tull Financial Group sold 28,888 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $1.47M.
  • Tull Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and held it in 1 quarter.
  • Tull Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $1.47M in Q3 2024.
  • 1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Tull Financial Group's 13F filing for Q4 2024, filed 4 Feb 2025.