WealthPlan Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

WealthPlan Investment Management’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	-827	Closed	-$41.5K	–	253
2023 Q2	$41.5K	Buy	827 +9	+1%	+$452	0.01%	205
2023 Q1	$41.2K	Sell	818 -11,057	-93%	-$556K	0.01%	261
2022 Q4	$597K	Sell	11,875 -41	-0.3%	-$2.06K	0.04%	235
2022 Q3	$598K	Buy	+11,916	New	+$597K	0.04%	219
2022 Q1	$998K	Buy	+19,868	New	+$1M	0.07%	172

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

WealthPlan Investment Management's JPST Position: Q3 2023 in Review

WealthPlan Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2023, closing a stake of 827 shares — an estimated $41.5K sold.

WealthPlan Investment Management first reported a position in JPST in Q1 2022 and held it in 5 quarters. The position peaked at $998K in Q1 2022. 963 funds tracked by Wall St. Rank hold JPST as of Q3 2023.

WealthPlan Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2023 after selling out during the quarter.
WealthPlan Investment Management sold 827 JPMorgan Ultra-Short Income ETF shares in Q3 2023, an estimated $41.5K.
WealthPlan Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and held it in 5 quarters.
WealthPlan Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $998K in Q1 2022.
963 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.