Wiser Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wiser Wealth 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 Q4	–	Sell	-5,048	Closed	-$253K	–	35
2023 Q3	$253K	Buy	5,048 +63	+1%	+$3.16K	0.1%	30
2023 Q2	$250K	Sell	4,985 -439	-8%	-$22K	0.1%	30
2023 Q1	$273K	Buy	+5,424	New	+$273K	0.12%	29

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wiser Wealth Management's JPST Position: Q4 2023 in Review

Wiser Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2023, closing a stake of 5,048 shares — an estimated $253K sold.

Wiser Wealth Management first reported a position in JPST in Q1 2023 and held it in 3 quarters. The position peaked at $273K in Q1 2023. 966 funds tracked by Wall St. Rank hold JPST as of Q4 2023.

Wiser Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2023 after selling out during the quarter.
Wiser Wealth Management sold 5,048 JPMorgan Ultra-Short Income ETF shares in Q4 2023, an estimated $253K.
Wiser Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 3 quarters.
Wiser Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $273K in Q1 2023.
966 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2023.

Based on Wiser Wealth Management's 13F filing for Q4 2023, filed 5 Jan 2024.