BDO Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BDO Wealth 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
2023 Q2	$109K	Sell	2,173 -174	-7%	-$8.73K	0.01%	332
2023 Q1	$118K	Sell	2,347 -30,511	-93%	-$1.53M	0.01%	310
2022 Q4	$1.65M	Sell	32,858 -5,183	-14%	-$260K	0.2%	100
2022 Q3	$1.91M	Buy	38,041 +4,000	+12%	+$201K	0.25%	85
2022 Q2	$1.71M	Buy	34,041 +9,767	+40%	+$490K	0.21%	92
2022 Q1	$1.22M	Buy	24,274 +2,707	+13%	+$136K	0.13%	118
2021 Q4	$1.09M	Sell	21,567 -3,753	-15%	-$190K	0.12%	132
2021 Q3	$1.28M	Sell	25,320 -4,517	-15%	-$229K	0.14%	114
2021 Q2	$1.51M	Buy	29,837 +3,450	+13%	+$175K	0.17%	107
2021 Q1	$1.34M	Buy	26,387 +7,004	+36%	+$356K	0.16%	107
2020 Q4	$984K	Buy	19,383 +18,483	+2,054%	+$939K	0.14%	106
2020 Q3	$46K	Sell	900 -3,698	-80%	-$188K	0.01%	342
2020 Q2	$233K	Buy	+4,598	New	+$232K	0.04%	201

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

BDO Wealth Advisors's JPST Position: Q2 2023 in Review

BDO Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.4% in Q2 2023, selling an estimated $8.73K and leaving 2,173 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #332.

BDO Wealth Advisors first reported a position in JPST in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.91M in Q3 2022. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

BDO Wealth Advisors held 2,173 shares of JPMorgan Ultra-Short Income ETF worth $109K as of Q2 2023.
BDO Wealth Advisors sold 174 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $8.73K.
JPMorgan Ultra-Short Income ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #332 holding.
BDO Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.91M in Q3 2022.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.