Center For Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Center For Asset Management’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
2023 Q2	–	Sell	-30,042	Closed	-$1.51M	–	115
2023 Q1	$1.51M	Buy	30,042 +6,884	+30%	+$346K	1.48%	15
2022 Q4	$1.16M	Buy	23,158 +14,628	+171%	+$733K	1.08%	17
2022 Q3	$428K	Buy	+8,530	New	+$428K	0.43%	60

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

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

Center For Asset Management's JPST Position: Q2 2023 in Review

Center For Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 30,042 shares — an estimated $1.51M sold.

Center For Asset Management first reported a position in JPST in Q3 2022 and held it in 3 quarters. The position peaked at $1.51M in Q1 2023. 950 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Center For Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
Center For Asset Management sold 30,042 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $1.51M.
Center For Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and held it in 3 quarters.
Center For Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $1.51M in Q1 2023.
950 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Center For Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.