Bickling Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bickling Financial Services’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 Q4	–	Sell	-10,771	Closed	-$541K	–	121
2022 Q3	$541K	Buy	10,771 +6,064	+129%	+$304K	0.36%	57
2022 Q2	$236K	Sell	4,707 -3,105	-40%	-$156K	0.15%	107
2022 Q1	$393K	Sell	7,812 -1,679	-18%	-$84.6K	0.2%	84
2021 Q4	$479K	Sell	9,491 -151	-2%	-$7.64K	0.23%	78
2021 Q3	$489K	Sell	9,642 -2,621	-21%	-$133K	0.25%	70
2021 Q2	$622K	Sell	12,263 -2,700	-18%	-$137K	0.28%	58
2021 Q1	$759K	Sell	14,963 -797	-5%	-$40.5K	0.38%	50
2020 Q4	$800K	Buy	+15,760	New	+$800K	0.49%	41

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AAS

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

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

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

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

Bickling Financial Services's JPST Position: Q4 2022 in Review

Bickling Financial Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 10,771 shares — an estimated $541K sold.

Bickling Financial Services first reported a position in JPST in Q4 2020 and held it in 8 quarters. The position peaked at $800K in Q4 2020. 930 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Bickling Financial Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
Bickling Financial Services sold 10,771 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $541K.
Bickling Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 8 quarters.
Bickling Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $800K in Q4 2020.
930 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.