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Wunderlich Capital Managemnt’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wunderlich Capital Managemnt’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 		$16.3M Buy
322,283
+40,443
+14% +$2.04M 7.26% 1
2024
Q1 		$14.2M Buy
281,840
+56,107
+25% +$2.82M 6.41% 1
2023
Q4 		$11.3M Sell
225,733
-54,101
-19% -$2.71M 5.1% 1
2023
Q3 		$14M Buy
279,834
+61,679
+28% +$3.09M 6.93% 1
2023
Q2 		$10.9M Buy
218,155
+111,691
+105% +$5.61M 5.37% 1
2023
Q1 		$5.36M Buy
106,464
+576
+0.5% +$28.9K 2.79% 4
2022
Q4 		$5.31M Buy
105,888
+5,951
+6% +$298K 2.96% 2
2022
Q3 		$5.01M Sell
99,937
-81,429
-45% -$4.08M 3.21% 1
2022
Q2 		$9.09M Sell
181,366
-6,983
-4% -$350K 5.29% 1
2022
Q1 		$9.47M Buy
188,349
+87,604
+87% +$4.41M 4.47% 1
2021
Q4 		$5.09M Sell
100,745
-2,708
-3% -$137K 2.27% 6
2021
Q3 		$5.25M Sell
103,453
-3,542
-3% -$180K 2.53% 4
2021
Q2 		$5.43M Sell
106,995
-6,040
-5% -$306K 2.75% 4
2021
Q1 		$5.74M Sell
113,035
-1,133
-1% -$57.5K 3.14% 3
2020
Q4 		$5.8M Sell
114,168
-2,051
-2% -$104K 3.21% 3
2020
Q3 		$5.9M Hold
116,219
– – 3.65% 3
2020
Q2 		$5.9M Sell
116,219
-28,962
-20% -$1.46M 4.14% 2
2020
Q1 		$7.21M Buy
+145,181
New +$7.3M 5.94% 1

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wunderlich Capital Managemnt's JPST Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q2 2024, buying an estimated $2.04M and bringing the position to 322,283 shares worth $16.3M. The position accounts for 7.26% of the portfolio, ranked #1.

Wunderlich Capital Managemnt first reported a position in JPST in Q1 2020 and has held it in 18 quarters since. 987 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

  • Wunderlich Capital Managemnt held 322,283 shares of JPMorgan Ultra-Short Income ETF worth $16.3M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 40,443 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $2.04M.
  • JPMorgan Ultra-Short Income ETF made up 7.26% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #1 holding.
  • Wunderlich Capital Managemnt first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 18 quarters since.
  • 987 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.