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Zega Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Zega Financial’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
Q3 		$1.53M Buy
30,205
+7,047
+30% +$356K 0.23% 31
2024
Q2 		$1.17M Buy
+23,158
New +$1.17M 0.21% 38

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Zega Financial's JPST Position: Q3 2024 in Review

Zega Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q3 2024, buying an estimated $356K and bringing the position to 30,205 shares worth $1.53M. The position accounts for 0.23% of the portfolio, ranked #31.

Zega Financial first reported a position in JPST in Q2 2024 and has held it in 2 quarters since. 977 funds tracked by Wall St. Rank hold JPST as of Q3 2024.

  • Zega Financial held 30,205 shares of JPMorgan Ultra-Short Income ETF worth $1.53M as of Q3 2024.
  • Zega Financial bought 7,047 JPMorgan Ultra-Short Income ETF shares in Q3 2024, an estimated $356K.
  • JPMorgan Ultra-Short Income ETF made up 0.23% of Zega Financial's portfolio in Q3 2024, its #31 holding.
  • Zega Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 977 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.