Zimmermann Investment Management & Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Zimmermann Investment Management & Planning’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	–	Sell	-5,885	Closed	-$299K	–	72
2024 Q3	$299K	Sell	5,885 -4,892	-45%	-$247K	0.09%	113
2024 Q2	$544K	Sell	10,777 -27,880	-72%	-$1.4M	0.18%	75
2024 Q1	$1.95M	Sell	38,657 -97,619	-72%	-$4.92M	0.7%	43
2023 Q4	$6.85M	Sell	136,276 -6,029	-4%	-$303K	2.8%	10
2023 Q3	$7.14M	Sell	142,305 -3,600	-2%	-$180K	3.42%	4
2023 Q2	$7.32M	Buy	145,905 +4,243	+3%	+$213K	3.4%	7
2023 Q1	$7.13M	Sell	141,662 -15,808	-10%	-$794K	3.72%	7
2022 Q4	$7.89M	Buy	157,470 +15,134	+11%	+$759K	4.55%	5
2022 Q3	$7.14M	Buy	142,336 +91,141	+178%	+$4.57M	4.45%	5
2022 Q2	$2.56M	Buy	51,195 +27,257	+114%	+$1.37M	1.76%	21
2022 Q1	$1.2M	Buy	23,938 +13,896	+138%	+$700K	0.71%	38
2021 Q4	$507K	Buy	+10,042	New	+$508K	0.28%	60

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 $15.5B AUM 18.35% 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

Zimmermann Investment Management & Planning's JPST Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 5,885 shares — an estimated $299K sold.

Zimmermann Investment Management & Planning first reported a position in JPST in Q4 2021 and held it in 12 quarters. The position peaked at $7.89M in Q4 2022. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 5,885 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $299K.
Zimmermann Investment Management & Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 12 quarters.
Zimmermann Investment Management & Planning's JPMorgan Ultra-Short Income ETF position peaked at $7.89M in Q4 2022.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.