6 Meridian’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

6 Meridian’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
2021 Q4	$36.4M	Buy	720,576 +73,872	+11%	+$3.74M	2.66%	5
2021 Q3	$32.8M	Buy	646,704 +4,701	+0.7%	+$238K	2.59%	5
2021 Q2	$32.6M	Sell	642,003 -127,870	-17%	-$6.49M	2.58%	5
2021 Q1	$39.1M	Sell	769,873 -10,998	-1%	-$558K	3.34%	5
2020 Q4	$39.7M	Sell	780,871 -35,243	-4%	-$1.79M	3.77%	4
2020 Q3	$41.5M	Buy	816,114 +27,231	+3%	+$1.38M	4.33%	4
2020 Q2	$40M	Sell	788,883 -3,576	-0.5%	-$180K	4.24%	4
2020 Q1	$39.4M	Buy	792,459 +213,875	+37%	+$10.8M	4.14%	1
2019 Q4	$29.2M	Buy	578,584 +10,124	+2%	+$511K	2.55%	2
2019 Q3	$28.7M	Buy	568,460 +32,715	+6%	+$1.65M	2.81%	1
2019 Q2	$27M	Buy	535,745 +9,454	+2%	+$476K	2.72%	1
2019 Q1	$26.5M	Buy	526,291 +392,774	+294%	+$19.7M	2.67%	2
2018 Q4	$6.69M	Buy	+133,517	New	+$6.7M	0.77%	36

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

6 Meridian's JPST Position: Q4 2021 in Review

6 Meridian increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q4 2021, buying an estimated $3.74M and bringing the position to 720,576 shares worth $36.4M. The position accounts for 2.66% of the portfolio, ranked #5.

6 Meridian first reported a position in JPST in Q4 2018 and has held it in 13 quarters since. The position peaked at $41.5M in Q3 2020. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

6 Meridian held 720,576 shares of JPMorgan Ultra-Short Income ETF worth $36.4M as of Q4 2021.
6 Meridian bought 73,872 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $3.74M.
JPMorgan Ultra-Short Income ETF made up 2.66% of 6 Meridian's portfolio in Q4 2021, its #5 holding.
6 Meridian first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 13 quarters since.
6 Meridian's JPMorgan Ultra-Short Income ETF position peaked at $41.5M in Q3 2020.
783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.