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Ashfield Capital Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ashfield Capital Partners’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
Q2 		– Sell
-5,000
Closed -$251K – 237
2022
Q1 		$251K Hold
5,000
– – 0.02% 223
2021
Q4 		$252K Buy
+5,000
New +$253K 0.02% 224

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Ashfield Capital Partners's JPST Position: Q2 2022 in Review

Ashfield Capital Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 5,000 shares — an estimated $251K sold.

Ashfield Capital Partners first reported a position in JPST in Q4 2021 and held it in 2 quarters. The position peaked at $252K in Q4 2021. 839 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

  • Ashfield Capital Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
  • Ashfield Capital Partners sold 5,000 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $251K.
  • Ashfield Capital Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 2 quarters.
  • Ashfield Capital Partners's JPMorgan Ultra-Short Income ETF position peaked at $252K in Q4 2021.
  • 839 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Ashfield Capital Partners's 13F filing for Q2 2022, filed 29 Jul 2022.