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

Wealth Dimensions 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 Q1	–	Sell	-5,880	Closed	-$295K	–	145
2023 Q4	$295K	Sell	5,880 -2,000	-25%	-$100K	0.09%	109
2023 Q3	$395K	Hold	7,880	–	–	0.14%	89
2023 Q2	$395K	Sell	7,880 -301	-4%	-$15.1K	0.14%	92
2023 Q1	$412K	Buy	8,181 +301	+4%	+$15.1K	0.16%	85
2022 Q4	$395K	Hold	7,880	–	–	0.16%	88
2022 Q3	$395K	Hold	7,880	–	–	0.2%	75
2022 Q2	$395K	Hold	7,880	–	–	0.19%	82
2022 Q1	$396K	Hold	7,880	–	–	0.18%	89
2021 Q4	$398K	Hold	7,880	–	–	0.19%	90
2021 Q3	$400K	Hold	7,880	–	–	0.26%	85
2021 Q2	$400K	Buy	+7,880	New	+$400K	0.27%	77

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 $15.5B AUM 18.35% 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

Wealth Dimensions Group's JPST Position: Q1 2024 in Review

Wealth Dimensions Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2024, closing a stake of 5,880 shares — an estimated $295K sold.

Wealth Dimensions Group first reported a position in JPST in Q2 2021 and held it in 11 quarters. The position peaked at $412K in Q1 2023. 952 funds tracked by Wall St. Rank hold JPST as of Q1 2024.

Wealth Dimensions Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2024 after selling out during the quarter.
Wealth Dimensions Group sold 5,880 JPMorgan Ultra-Short Income ETF shares in Q1 2024, an estimated $295K.
Wealth Dimensions Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and held it in 11 quarters.
Wealth Dimensions Group's JPMorgan Ultra-Short Income ETF position peaked at $412K in Q1 2023.
952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2024.

Based on Wealth Dimensions Group's 13F filing for Q1 2024, filed 9 May 2024.