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Better Money Decisions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Better Money Decisions’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
-250
Closed -$13K – 251
2022
Q2 		$13K Buy
+250
New +$12.5K 0.01% 282
2021
Q4 		– Sell
-1,122
Closed -$57K – 332
2021
Q3 		$57K Buy
+1,122
New +$56.9K 0.05% 148

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Better Money Decisions's JPST Position: Q3 2022 in Review

Better Money Decisions sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 250 shares — an estimated $13K sold.

Better Money Decisions first reported a position in JPST in Q3 2021 and held it in 2 quarters. The position peaked at $57K in Q3 2021. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

  • Better Money Decisions reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 250 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $13K.
  • Better Money Decisions first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and held it in 2 quarters.
  • Better Money Decisions's JPMorgan Ultra-Short Income ETF position peaked at $57K in Q3 2021.
  • 858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.