American Portfolios Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

American Portfolios Advisors’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	$4.98M	Buy	99,289 +50,642	+104%	+$2.54M	0.21%	93
2022 Q2	$2.44M	Buy	48,647 +17,550	+56%	+$880K	0.1%	208
2022 Q1	$1.56M	Buy	31,097 +8,387	+37%	+$422K	0.05%	347
2021 Q4	$1.15M	Buy	22,710 +5,734	+34%	+$290K	0.04%	446
2021 Q3	$861K	Buy	16,976 +3,317	+24%	+$168K	0.03%	512
2021 Q2	$693K	Buy	13,659 +5,935	+77%	+$301K	0.03%	586
2021 Q1	$392K	Buy	7,724 +2,707	+54%	+$137K	0.02%	750
2020 Q4	$255K	Buy	5,017 +1,478	+42%	+$75.1K	0.01%	799
2020 Q3	$180K	Buy	3,539 +2,304	+187%	+$117K	0.01%	841
2020 Q2	$62.7K	Buy	1,235 +505	+69%	+$25.4K	﹤0.01%	1204
2020 Q1	$36.3K	Sell	730 -2,843	-80%	-$143K	﹤0.01%	1304
2019 Q4	$180K	Buy	3,573 +3,421	+2,251%	+$173K	0.01%	778
2019 Q3	$7.65K	Sell	152 -661	-81%	-$33.4K	﹤0.01%	2026
2019 Q2	$41K	Buy	813 +3	+0.4%	+$151	﹤0.01%	1357
2019 Q1	$40.7K	Sell	810 -3,601	-82%	-$181K	﹤0.01%	1283
2018 Q4	$221K	Buy	+4,411	New	+$221K	0.03%	484

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

American Portfolios Advisors's JPST Position: Q3 2022 in Review

American Portfolios Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 104% in Q3 2022, buying an estimated $2.54M and bringing the position to 99,289 shares worth $4.98M. The position accounts for 0.21% of the portfolio, ranked #93.

American Portfolios Advisors first reported a position in JPST in Q4 2018 and has held it in 16 quarters since. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

American Portfolios Advisors held 99,289 shares of JPMorgan Ultra-Short Income ETF worth $4.98M as of Q3 2022.
American Portfolios Advisors bought 50,642 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $2.54M.
JPMorgan Ultra-Short Income ETF made up 0.21% of American Portfolios Advisors's portfolio in Q3 2022, its #93 holding.
American Portfolios Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 16 quarters since.
858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.