Wintrust Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wintrust Investments’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	$44K	Sell	878 -715	-45%	-$36.1K	0.04%	274
2024 Q3	$80K	Sell	1,593 -8,685	-85%	-$439K	0.06%	241
2024 Q2	$519K	Buy	10,278 +2,263	+28%	+$114K	0.04%	279
2024 Q1	$404K	Sell	8,015 -318	-4%	-$16K	0.04%	319
2023 Q4	$419K	Buy	8,333 +4,238	+103%	+$213K	0.04%	299
2023 Q3	$205K	Buy	+4,095	New	+$205K	0.02%	387
2020 Q1	–	Sell	-59,257	Closed	-$2.99M	–	349
2019 Q4	$2.99M	Buy	59,257 +2,153	+4%	+$109K	0.42%	46
2019 Q3	$2.88M	Sell	57,104 -2,626	-4%	-$133K	0.43%	46
2019 Q2	$3.01M	Sell	59,730 -9,043	-13%	-$456K	0.46%	43
2019 Q1	$3.46M	Buy	68,773 +1,928	+3%	+$96.9K	0.56%	33
2018 Q4	$3.35M	Buy	+66,845	New	+$3.35M	0.63%	33

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Wintrust Investments's JPST Position: Q4 2024 in Review

Wintrust Investments reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 45% in Q4 2024, selling an estimated $36.1K and leaving 878 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #274.

Wintrust Investments first reported a position in JPST in Q4 2018 and has held it in 11 quarters since. The position peaked at $3.46M in Q1 2019. 1,076 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Wintrust Investments held 878 shares of JPMorgan Ultra-Short Income ETF worth $44K as of Q4 2024.
Wintrust Investments sold 715 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $36.1K.
JPMorgan Ultra-Short Income ETF made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #274 holding.
Wintrust Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 11 quarters since.
Wintrust Investments's JPMorgan Ultra-Short Income ETF position peaked at $3.46M in Q1 2019.
1,076 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.