WR Wealth Planners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

WR Wealth Planners’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	$1.02M	Sell	20,286 -138	-0.7%	-$6.97K	0.33%	44
2024 Q3	$1.04M	Sell	20,424 -29,755	-59%	-$1.5M	0.29%	57
2024 Q2	$2.53M	Sell	50,179 -8,704	-15%	-$438K	0.77%	24
2024 Q1	$2.97M	Buy	58,883 +1,533	+3%	+$77.2K	0.92%	22
2023 Q4	$2.88M	Sell	57,350 -9,246	-14%	-$464K	1.07%	20
2023 Q3	$3.34M	Sell	66,596 -5,678	-8%	-$284K	1.27%	18
2023 Q2	$3.62M	Sell	72,274 -5,686	-7%	-$285K	1.4%	15
2023 Q1	$3.92M	Buy	77,960 +31,140	+67%	+$1.56M	1.7%	12
2022 Q4	$2.35M	Sell	46,820 -2,324	-5%	-$116K	1.45%	19
2022 Q3	$2.47M	Sell	49,144 -1,450	-3%	-$72.7K	1.74%	14
2022 Q2	$2.53M	Buy	50,594 +22,180	+78%	+$1.11M	1.67%	16
2022 Q1	$1.43M	Buy	+28,414	New	+$1.43M	0.85%	26

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WR Wealth Planners's JPST Position: Q4 2024 in Review

WR Wealth Planners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.68% in Q4 2024, selling an estimated $6.97K and leaving 20,286 shares worth $1.02M. The position accounts for 0.33% of the portfolio, ranked #44.

WR Wealth Planners first reported a position in JPST in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.92M in Q1 2023. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

WR Wealth Planners held 20,286 shares of JPMorgan Ultra-Short Income ETF worth $1.02M as of Q4 2024.
WR Wealth Planners sold 138 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $6.97K.
JPMorgan Ultra-Short Income ETF made up 0.33% of WR Wealth Planners's portfolio in Q4 2024, its #44 holding.
WR Wealth Planners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's JPMorgan Ultra-Short Income ETF position peaked at $3.92M in Q1 2023.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.