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

Win 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
2024 Q2	–	Sell	-24,862	Closed	-$1.25M	–	63
2024 Q1	$1.25M	Buy	+24,862	New	+$1.25M	0.55%	29
2022 Q2	–	Sell	-80	Closed	-$4K	–	191
2022 Q1	$4K	Buy	+80	New	+$4.03K	﹤0.01%	158

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Win Advisors's JPST Position: Q2 2024 in Review

Win Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2024, closing a stake of 24,862 shares — an estimated $1.25M sold.

Win Advisors first reported a position in JPST in Q1 2022 and held it in 2 quarters. The position peaked at $1.25M in Q1 2024. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Win Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2024 after selling out during the quarter.
Win Advisors sold 24,862 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $1.25M.
Win Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and held it in 2 quarters.
Win Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.25M in Q1 2024.
988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Win Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.