CCA
JPST icon

Catalyst Capital Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Catalyst Capital 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
Q3 		– Sell
-31,948
Closed -$1.6M – 344
2022
Q2 		$1.6M Sell
31,948
-50,000
-61% -$2.51M 0.07% 127
2022
Q1 		$4.12M Hold
81,948
– – 0.18% 79
2021
Q4 		$4.14M Hold
81,948
– – 0.19% 84
2021
Q3 		$4.16M Hold
81,948
– – 0.21% 76
2021
Q2 		$4.16M Hold
81,948
– – 0.21% 75
2021
Q1 		$4.16M Buy
81,948
+40,000
+95% +$2.03M 0.23% 73
2020
Q4 		$2.13M Hold
41,948
– – 0.12% 107
2020
Q3 		$2.13M Sell
41,948
-21,200
-34% -$1.08M 0.12% 95
2020
Q2 		$3.2M Buy
63,148
+36,948
+141% +$1.86M 0.17% 81
2020
Q1 		$1.3M Buy
+26,200
New +$1.32M 0.07% 109

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return