Claraphi Advisory Network’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Claraphi Advisory Network’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	$755K	Buy	15,060 +2,668	+22%	+$134K	0.3%	95
2022 Q3	$622K	Buy	+12,392	New	+$621K	0.34%	82
2022 Q2	–	Sell	-4,049	Closed	-$204K	–	287
2022 Q1	$204K	Buy	+4,049	New	+$204K	0.06%	262
2020 Q4	–	Sell	-10,365	Closed	-$526K	–	293
2020 Q3	$526K	Sell	10,365 -1,293	-11%	-$65.7K	0.19%	104
2020 Q2	$591K	Buy	11,658 +8,439	+262%	+$425K	0.25%	76
2020 Q1	$160K	Buy	+3,219	New	+$162K	0.08%	236

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

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

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

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

AAS

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Claraphi Advisory Network's JPST Position: Q4 2022 in Review

Claraphi Advisory Network increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 22% in Q4 2022, buying an estimated $134K and bringing the position to 15,060 shares worth $755K. The position accounts for 0.3% of the portfolio, ranked #95.

Claraphi Advisory Network first reported a position in JPST in Q1 2020 and has held it in 6 quarters since. 929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Claraphi Advisory Network held 15,060 shares of JPMorgan Ultra-Short Income ETF worth $755K as of Q4 2022.
Claraphi Advisory Network bought 2,668 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $134K.
JPMorgan Ultra-Short Income ETF made up 0.3% of Claraphi Advisory Network's portfolio in Q4 2022, its #95 holding.
Claraphi Advisory Network first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 6 quarters since.
929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.