1900 Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

1900 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
2022 Q4	–	Sell	-6,934	Closed	-$348K	–	238
2022 Q3	$348K	Sell	6,934 -195	-3%	-$9.78K	0.04%	170
2022 Q2	$357K	Buy	7,129 +495	+7%	+$24.8K	0.04%	177
2022 Q1	$333K	Buy	6,634 +2,184	+49%	+$110K	0.03%	197
2021 Q4	$225K	Sell	4,450 -9,725	-69%	-$492K	0.02%	226
2021 Q3	$719K	Sell	14,175 -17,018	-55%	-$863K	0.07%	144
2021 Q2	$1.58M	Sell	31,193 -9,806	-24%	-$498K	0.15%	90
2021 Q1	$2.08K	Sell	40,999 -14,805	-27%	-$752K	0.16%	68
2020 Q4	$2.83M	Buy	+55,804	New	+$2.83M	0.33%	52

Other funds holding JPST

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

1900 Wealth Management's JPST Position: Q4 2022 in Review

1900 Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 6,934 shares — an estimated $348K sold.

1900 Wealth Management first reported a position in JPST in Q4 2020 and held it in 8 quarters. The position peaked at $2.83M in Q4 2020. 929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

1900 Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
1900 Wealth Management sold 6,934 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $348K.
1900 Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 8 quarters.
1900 Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.83M in Q4 2020.
929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on 1900 Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.