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CFO4Life’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

CFO4Life’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 		$4.02M Buy
+80,288
New +$4.02M 0.86% 26

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CFO4Life's JPST Position: Q4 2022 in Review

CFO4Life opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022: 80,288 shares worth $4.02M. The stake represents 0.86% of the portfolio and ranks #26 among its holdings.

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

  • CFO4Life held 80,288 shares of JPMorgan Ultra-Short Income ETF worth $4.02M as of Q4 2022.
  • JPMorgan Ultra-Short Income ETF was a new CFO4Life position in Q4 2022.
  • JPMorgan Ultra-Short Income ETF made up 0.86% of CFO4Life's portfolio in Q4 2022, its #26 holding.
  • 931 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.