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Bouchey Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bouchey Financial Group’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
-9,366
Closed -$471K – 94
2022
Q1 		$471K Sell
9,366
-4,530
-33% -$228K 0.06% 55
2021
Q4 		$701K Buy
13,896
+1,530
+12% +$77.4K 0.09% 46
2021
Q3 		$627K Buy
+12,366
New +$627K 0.09% 48
2021
Q2 		– Sell
-15,727
Closed -$798K – 79
2021
Q1 		$798K Hold
15,727
– – 0.13% 37
2020
Q4 		$799K Sell
15,727
-261,880
-94% -$13.3M 0.14% 35
2020
Q3 		$14.1M Sell
277,607
-244,941
-47% -$12.4M 2.73% 13
2020
Q2 		$26.5M Buy
522,548
+165,435
+46% +$8.33M 5.59% 5
2020
Q1 		$17.7M Buy
357,113
+340,593
+2,062% +$17.1M 4.71% 6
2019
Q4 		$833K Buy
16,520
+45
+0.3% +$2.27K 0.19% 38
2019
Q3 		$831K Sell
16,475
-365
-2% -$18.4K 0.2% 37
2019
Q2 		$849K Sell
16,840
-141,762
-89% -$7.14M 0.21% 35
2019
Q1 		$7.98M Buy
158,602
+149,502
+1,643% +$7.51M 1.99% 16
2018
Q4 		$456K Sell
9,100
-1,295
-12% -$65K 0.13% 46
2018
Q3 		$521K Buy
+10,395
New +$522K 0.13% 44

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Bouchey Financial Group's JPST Position: Q2 2022 in Review

Bouchey Financial Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 9,366 shares — an estimated $471K sold.

Bouchey Financial Group first reported a position in JPST in Q3 2018 and held it in 14 quarters. The position peaked at $26.5M in Q2 2020. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

  • Bouchey Financial Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
  • Bouchey Financial Group sold 9,366 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $471K.
  • Bouchey Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 14 quarters.
  • Bouchey Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $26.5M in Q2 2020.
  • 840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Bouchey Financial Group's 13F filing for Q2 2022, filed 26 Jul 2022.