Boulder Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Boulder Wealth Advisors’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	$1.94M	Buy	+38,638	New	+$1.94M	1.73%	11

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

Boulder Wealth Advisors's JPST Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022: 38,638 shares worth $1.94M. The stake represents 1.73% of the portfolio and ranks #11 among its holdings.

929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Boulder Wealth Advisors held 38,638 shares of JPMorgan Ultra-Short Income ETF worth $1.94M as of Q4 2022.
JPMorgan Ultra-Short Income ETF was a new Boulder Wealth Advisors position in Q4 2022.
JPMorgan Ultra-Short Income ETF made up 1.73% of Boulder Wealth Advisors's portfolio in Q4 2022, its #11 holding.
929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.