BerganKDV Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BerganKDV 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	–	Sell	-1,108	Closed	-$56K	–	1012
2022 Q1	$56K	Hold	1,108	–	–	0.01%	389
2021 Q4	$56K	Sell	1,108 -2,440	-69%	-$123K	0.01%	410
2021 Q3	$180K	Hold	3,548	–	–	0.02%	254
2021 Q2	$180K	Hold	3,548	–	–	0.02%	253
2021 Q1	$180K	Buy	+3,548	New	+$180K	0.02%	246
2020 Q4	–	Sell	-1,850	Closed	-$94K	–	982
2020 Q3	$94K	Sell	1,850 -139	-7%	-$7.06K	0.01%	267
2020 Q2	$101K	Hold	1,989	–	–	0.02%	275
2020 Q1	$99K	Hold	1,989	–	–	0.02%	261
2019 Q4	$100K	Hold	1,989	–	–	0.02%	273
2019 Q3	$100K	Hold	1,989	–	–	0.02%	258
2019 Q2	$100K	Hold	1,989	–	–	0.02%	262
2019 Q1	$100K	Buy	+1,989	New	+$100K	0.02%	280

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

BerganKDV Wealth Management's JPST Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 1,108 shares — an estimated $56K sold.

BerganKDV Wealth Management first reported a position in JPST in Q1 2019 and held it in 12 quarters. The position peaked at $180K in Q3 2021. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

BerganKDV Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 1,108 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $56K.
BerganKDV Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 12 quarters.
BerganKDV Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $180K in Q3 2021.
840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.