Angeles Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Angeles Investment 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 Q4	–	Sell	-20,055	Closed	-$1.01M	–	114
2022 Q3	$1.01M	Sell	20,055 -1,646,870	-99%	-$82.6M	0.1%	21
2022 Q2	$83.5M	Sell	1,666,925 -61,975	-4%	-$3.11M	7.63%	4
2022 Q1	$86.9M	Buy	1,728,900 +638,850	+59%	+$32.2M	6%	6
2021 Q4	$55M	Buy	1,090,050 +343,970	+46%	+$17.4M	2.74%	7
2021 Q3	$37.8M	Buy	746,080 +477,140	+177%	+$24.2M	2.2%	6
2021 Q2	$13.6M	Buy	268,940 +198,740	+283%	+$10.1M	0.85%	19
2021 Q1	$3.56M	Buy	+70,200	New	+$3.56M	0.28%	23

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

Angeles Investment Advisors's JPST Position: Q4 2022 in Review

Angeles Investment Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 20,055 shares — an estimated $1.01M sold.

Angeles Investment Advisors first reported a position in JPST in Q1 2021 and held it in 7 quarters. The position peaked at $86.9M in Q1 2022. 929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Angeles Investment Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
Angeles Investment Advisors sold 20,055 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $1.01M.
Angeles Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and held it in 7 quarters.
Angeles Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $86.9M in Q1 2022.
929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Angeles Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.