CFS Investment Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

CFS Investment 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 Q4	–	Sell	-7,149	Closed	-$359K	–	129
2022 Q3	$359K	Sell	7,149 -8,016	-53%	-$402K	0.09%	87
2022 Q2	$760K	Buy	+15,165	New	+$761K	0.12%	142
2021 Q4	$3.52M	Sell	69,837 -130,578	-65%	-$6.61M	0.47%	41
2021 Q3	$10.2M	Buy	+200,415	New	+$10.2M	1.39%	12
2020 Q4	$12.1M	Buy	+238,210	New	+$12.1M	1.93%	10

Other funds holding JPST

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

CFS Investment Advisory Services's JPST Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 7,149 shares — an estimated $359K sold.

CFS Investment Advisory Services first reported a position in JPST in Q4 2020 and held it in 5 quarters. The position peaked at $12.1M in Q4 2020. 930 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

CFS Investment Advisory Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 7,149 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $359K.
CFS Investment Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 5 quarters.
CFS Investment Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $12.1M in Q4 2020.
930 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.