RAFFA WEALTH MANAGEMENT, LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q1	–	Sell	-114	Closed	-$5.73K	–	1143
2023 Q4	$5.73K	Sell	114 -36	-24%	-$1.81K	﹤0.01%	374
2023 Q3	$7.53K	Hold	150	–	–	﹤0.01%	320
2023 Q2	$7.52K	Hold	150	–	–	﹤0.01%	323
2023 Q1	$7.55K	Hold	150	–	–	﹤0.01%	332
2022 Q4	$7.52K	Sell	150 -17	-10%	-$852	﹤0.01%	323
2022 Q3	$8.38K	Hold	167	–	–	﹤0.01%	299
2022 Q2	$8.37K	Sell	167 -5	-3%	-$251	﹤0.01%	309
2022 Q1	$8.65K	Buy	172 +47	+38%	+$2.37K	﹤0.01%	313
2021 Q4	$6.31K	Hold	125	–	–	﹤0.01%	377
2021 Q3	$6.34K	Sell	125 -200	-62%	-$10.1K	﹤0.01%	330
2021 Q2	$16.5K	Buy	+325	New	+$16.5K	0.01%	215
2018 Q4	–	Sell	-573	Closed	-$28.7K	–	756
2018 Q3	$28.7K	Buy	573 +501	+696%	+$25.1K	0.01%	164
2018 Q2	$3.61K	Buy	+72	New	+$3.61K	﹤0.01%	283

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's JPST Position: Q1 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 114 shares — an estimated $5.73K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in JPST in Q2 2018 and held it in 13 quarters. The position peaked at $28.7K in Q3 2018. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 114 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $5.73K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and held it in 13 quarters.
RAFFA WEALTH MANAGEMENT, LLC's JPMorgan Ultra-Short Income ETF position peaked at $28.7K in Q3 2018.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2024, filed 27 Jul 2026.