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

ACG Wealth’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 Q3	–	Sell	-359	Closed	-$18K	–	643
2022 Q2	$18K	Buy	+359	New	+$18K	﹤0.01%	590

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

AAS

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACG Wealth's JPST Position: Q3 2022 in Review

ACG Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 359 shares — an estimated $18K sold.

ACG Wealth first reported a position in JPST in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

ACG Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 359 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $18K.
ACG Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's JPMorgan Ultra-Short Income ETF position peaked at $18K in Q2 2022.
858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.