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

BNC 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 Q1	–	Sell	-4,039	Closed	-$204K	–	135
2021 Q4	$204K	Buy	+4,039	New	+$204K	0.1%	120
2020 Q4	–	Sell	-2,000	Closed	-$102K	–	296
2020 Q3	$102K	Buy	+2,000	New	+$102K	0.07%	114

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

BNC Wealth Management's JPST Position: Q1 2022 in Review

BNC Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 4,039 shares — an estimated $204K sold.

BNC Wealth Management first reported a position in JPST in Q3 2020 and held it in 2 quarters. The position peaked at $204K in Q4 2021. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

BNC Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
BNC Wealth Management sold 4,039 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $204K.
BNC Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 2 quarters.
BNC Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $204K in Q4 2021.
811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on BNC Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.