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WealthPLAN Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

WealthPLAN Partners’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
Q4 		– Sell
-6,554
Closed -$333K – 254
2024
Q3 		$333K Buy
6,554
+500
+8% +$25.3K 0.04% 222
2024
Q2 		$306K Sell
6,054
-274
-4% -$13.8K 0.03% 249
2024
Q1 		$319K Sell
6,328
-217
-3% -$10.9K 0.03% 250
2023
Q4 		$329K Sell
6,545
-592
-8% -$29.7K 0.03% 259
2023
Q3 		$358K Buy
7,137
+3,145
+79% +$158K 0.04% 246
2023
Q2 		$200K Sell
3,992
-3,145
-44% -$158K 0.03% 289
2023
Q1 		$359K Sell
7,137
-4,738
-40% -$238K 0.04% 232
2022
Q4 		$597K Buy
+11,875
New +$595K 0.04% 235
2022
Q1 		$998K Sell
19,868
-26,269
-57% -$1.32M 0.07% 172
2021
Q4 		$2.33M Buy
46,137
+264
+0.6% +$13.4K 0.15% 109
2021
Q3 		$2.32M Sell
45,873
-5,460
-11% -$277K 0.15% 108
2021
Q2 		$2.6M Buy
51,333
+40,417
+370% +$2.05M 0.18% 95
2021
Q1 		$554K Buy
10,916
+2,334
+27% +$119K 0.04% 214
2020
Q4 		$436K Sell
8,582
-2,870
-25% -$146K 0.04% 233
2020
Q3 		$581K Sell
11,452
-705
-6% -$35.8K 0.06% 180
2020
Q2 		$618K Buy
12,157
+340
+3% +$17.1K 0.06% 161
2020
Q1 		$595K Buy
+11,817
New +$594K 0.08% 138
2018
Q4 		– Sell
-4,490
Closed -$226K – 268
2018
Q3 		$226K Buy
+4,490
New +$225K 0.04% 220

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

WealthPLAN Partners's JPST Position: Q4 2024 in Review

WealthPLAN Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 6,554 shares — an estimated $333K sold.

WealthPLAN Partners first reported a position in JPST in Q3 2018 and held it in 18 quarters. The position peaked at $2.6M in Q2 2021. 1,076 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

  • WealthPLAN Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 6,554 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $333K.
  • WealthPLAN Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 18 quarters.
  • WealthPLAN Partners's JPMorgan Ultra-Short Income ETF position peaked at $2.6M in Q2 2021.
  • 1,076 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.