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

Verdence Capital 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
Q4 		– Sell
-8,700
Closed -$437K – 584
2023
Q3 		$437K Buy
+8,700
New +$436K 0.05% 348

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Verdence Capital Advisors's JPST Position: Q4 2023 in Review

Verdence Capital Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2023, closing a stake of 8,700 shares — an estimated $437K sold.

Verdence Capital Advisors first reported a position in JPST in Q3 2023 and held it in 1 quarter. The position peaked at $437K in Q3 2023. 966 funds tracked by Wall St. Rank hold JPST as of Q4 2023.

  • Verdence Capital Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2023 after selling out during the quarter.
  • Verdence Capital Advisors sold 8,700 JPMorgan Ultra-Short Income ETF shares in Q4 2023, an estimated $437K.
  • Verdence Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and held it in 1 quarter.
  • Verdence Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $437K in Q3 2023.
  • 966 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2023.

Based on Verdence Capital Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.