Benedetti & Gucer’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Benedetti & Gucer’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 Q1	–	Sell	-6,702	Closed	-$338K	–	104
2021 Q4	$338K	Sell	6,702 -1,208	-15%	-$61.1K	0.23%	60
2021 Q3	$401K	Sell	7,910 -297	-4%	-$15.1K	0.31%	51
2021 Q2	$416K	Buy	8,207 +2,207	+37%	+$112K	0.37%	44
2021 Q1	$304K	Buy	+6,000	New	+$305K	0.28%	55

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Benedetti & Gucer's JPST Position: Q1 2022 in Review

Benedetti & Gucer sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 6,702 shares — an estimated $338K sold.

Benedetti & Gucer first reported a position in JPST in Q1 2021 and held it in 4 quarters. The position peaked at $416K in Q2 2021. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

Benedetti & Gucer reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
Benedetti & Gucer sold 6,702 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $338K.
Benedetti & Gucer first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and held it in 4 quarters.
Benedetti & Gucer's JPMorgan Ultra-Short Income ETF position peaked at $416K in Q2 2021.
811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Benedetti & Gucer's 13F filing for Q1 2022, filed 22 Apr 2022.