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

Aurora Private 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	-9,004	Closed	-$451K	–	181
2022 Q2	$451K	Sell	9,004 -766	-8%	-$38.4K	0.2%	82
2022 Q1	$491K	Buy	9,770 +3,359	+52%	+$169K	0.2%	91
2021 Q4	$324K	Sell	6,411 -83	-1%	-$4.2K	0.14%	130
2021 Q3	$329K	Sell	6,494 -783	-11%	-$39.7K	0.13%	148
2021 Q2	$369K	Sell	7,277 -175	-2%	-$8.88K	0.15%	129
2021 Q1	$378K	Buy	7,452 +166	+2%	+$8.43K	0.16%	124
2020 Q4	$370K	Buy	+7,286	New	+$370K	0.16%	135

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

Aurora Private Wealth's JPST Position: Q3 2022 in Review

Aurora Private Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 9,004 shares — an estimated $451K sold.

Aurora Private Wealth first reported a position in JPST in Q4 2020 and held it in 7 quarters. The position peaked at $491K in Q1 2022. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Aurora Private Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
Aurora Private Wealth sold 9,004 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $451K.
Aurora Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 7 quarters.
Aurora Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $491K in Q1 2022.
858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Aurora Private Wealth's 13F filing for Q3 2022, filed 12 Oct 2022.