Charter Oak Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Charter Oak Capital 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
2021 Q4	–	Sell	-15	Closed	-$1K	–	886
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	793
2021 Q2	$1K	Buy	+15	New	+$761	﹤0.01%	777

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charter Oak Capital Management's JPST Position: Q4 2021 in Review

Charter Oak Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2021, closing a stake of 15 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in JPST in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

Charter Oak Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2021 after selling out during the quarter.
Charter Oak Capital Management sold 15 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $1K.
Charter Oak Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and held it in 2 quarters.
Charter Oak Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $1K in Q3 2021.
783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.