Capital Advisory Group Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Capital Advisory Group Advisory 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 Q2	–	Sell	-265	Closed	-$13K	–	342
2022 Q1	$13K	Buy	+265	New	+$13.3K	0.01%	339
2021 Q4	–	Sell	-1,315	Closed	-$67K	–	334
2021 Q3	$67K	Buy	1,315 +1	+0.1%	+$51	0.02%	255
2021 Q2	$67K	Sell	1,314 -314	-19%	-$15.9K	0.02%	253
2021 Q1	$83K	Sell	1,628 -299	-16%	-$15.2K	0.03%	220
2020 Q4	$98K	Sell	1,927 -6,721	-78%	-$341K	0.04%	209
2020 Q3	$439K	Sell	8,648 -3,634	-30%	-$185K	0.23%	86
2020 Q2	$623K	Buy	12,282 +12,128	+7,875%	+$611K	0.35%	66
2020 Q1	$8K	Buy	+154	New	+$7.74K	0.01%	257

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Capital Advisory Group Advisory Services's JPST Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 265 shares — an estimated $13K sold.

Capital Advisory Group Advisory Services first reported a position in JPST in Q1 2020 and held it in 8 quarters. The position peaked at $623K in Q2 2020. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 265 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $13K.
Capital Advisory Group Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 8 quarters.
Capital Advisory Group Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $623K in Q2 2020.
840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.