B. Riley Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

B. Riley Wealth Management’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	$4.56K	Buy	91,073 +56,783	+166%	+$2.85M	0.01%	149
2022 Q1	$1.72M	Buy	34,290 +13,429	+64%	+$676K	0.13%	151
2021 Q4	$1.05M	Sell	20,861 -5,730	-22%	-$290K	0.07%	225
2021 Q3	$1.35M	Buy	26,591 +22,084	+490%	+$1.12M	0.1%	190
2021 Q2	$229K	Buy	4,507 +2	+0%	+$101	0.03%	358
2021 Q1	$229K	Buy	4,505 +102	+2%	+$5.18K	0.03%	340
2020 Q4	$224K	Sell	4,403 -11,173	-72%	-$567K	0.03%	315
2020 Q3	$791K	Buy	+15,576	New	+$791K	0.09%	175
2020 Q2	–	Sell	-10,825	Closed	-$538K	–	498
2020 Q1	$538K	Sell	10,825 -77,250	-88%	-$3.88M	0.06%	258
2019 Q4	$4.44M	Buy	88,075 +1,910	+2%	+$96.4K	0.67%	38
2019 Q3	$4.34M	Buy	86,165 +15,555	+22%	+$785K	0.76%	28
2019 Q2	$3.56K	Buy	70,610 +7,200	+11%	+$363K	0.55%	40
2019 Q1	$3.19M	Buy	63,410 +13,655	+27%	+$686K	0.55%	42
2018 Q4	$2.49M	Buy	+49,755	New	+$2.5M	0.52%	44

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

B. Riley Wealth Management's JPST Position: Q2 2022 in Review

B. Riley Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 166% in Q2 2022, buying an estimated $2.85M and bringing the position to 91,073 shares worth $4.56K. The position accounts for 0.01% of the portfolio, ranked #149.

B. Riley Wealth Management first reported a position in JPST in Q4 2018 and has held it in 14 quarters since. The position peaked at $4.44M in Q4 2019. 839 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

B. Riley Wealth Management held 91,073 shares of JPMorgan Ultra-Short Income ETF worth $4.56K as of Q2 2022.
B. Riley Wealth Management bought 56,783 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $2.85M.
JPMorgan Ultra-Short Income ETF made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #149 holding.
B. Riley Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 14 quarters since.
B. Riley Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $4.44M in Q4 2019.
839 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.