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

V Wealth 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
2023 Q3	–	Sell	-30,128	Closed	-$1.51M	–	245
2023 Q2	$1.51M	Sell	30,128 -14,555	-33%	-$730K	0.25%	80
2023 Q1	$2.25M	Buy	44,683 +9,765	+28%	+$491K	0.42%	47
2022 Q4	$1.75M	Buy	34,918 +2,996	+9%	+$150K	0.36%	61
2022 Q3	$1.6M	Sell	31,922 -4,259	-12%	-$213K	0.32%	71
2022 Q2	$1.81M	Buy	36,181 +8,658	+31%	+$434K	0.34%	70
2022 Q1	$1.38M	Sell	27,523 -417	-1%	-$21K	0.22%	113
2021 Q4	$1.41M	Buy	27,940 +681	+2%	+$34.4K	0.21%	117
2021 Q3	$1.38M	Sell	27,259 -25,593	-48%	-$1.3M	0.21%	112
2021 Q2	$2.68M	Sell	52,852 -3,040	-5%	-$154K	0.43%	46
2021 Q1	$2.84M	Buy	55,892 +9,686	+21%	+$492K	0.52%	34
2020 Q4	$2.35M	Buy	46,206 +1,768	+4%	+$89.8K	0.49%	38
2020 Q3	$2.26M	Sell	44,438 -41,847	-48%	-$2.13M	1.56%	11
2020 Q2	$4.38M	Sell	86,285 -3,638	-4%	-$183K	1.14%	12
2020 Q1	$4.47M	Buy	89,923 +23,846	+36%	+$1.2M	1.4%	10
2019 Q4	$3.33M	Hold	66,077	–	–	1.19%	14
2019 Q3	$3.33M	Buy	66,077 +18,104	+38%	+$914K	1.19%	14
2019 Q2	$2.42M	Buy	47,973 +5,524	+13%	+$278K	0.92%	16
2019 Q1	$2.14M	Buy	42,449 +31,157	+276%	+$1.57M	0.86%	25
2018 Q4	$565K	Buy	11,292 +5,107	+83%	+$256K	0.29%	89
2018 Q3	$310K	Buy	+6,185	New	+$310K	0.14%	163

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

V Wealth Advisors's JPST Position: Q3 2023 in Review

V Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 30,128 shares — an estimated $1.51M sold.

V Wealth Advisors first reported a position in JPST in Q3 2018 and held it in 20 quarters. The position peaked at $4.47M in Q1 2020. 963 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

V Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 30,128 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $1.51M.
V Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 20 quarters.
V Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.47M in Q1 2020.
963 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.