CAGAS
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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 – 335
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
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 $564B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return