Comprehensive Financial Consultants Institutional’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-407	Closed	-$20K	–	321
2021 Q4	$20K	Buy	+407	New	+$20.6K	0.01%	301

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

AAS

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

Comprehensive Financial Consultants Institutional's JPST Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 407 shares — an estimated $20K sold.

Comprehensive Financial Consultants Institutional first reported a position in JPST in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 407 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $20K.
Comprehensive Financial Consultants Institutional first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's JPMorgan Ultra-Short Income ETF position peaked at $20K in Q4 2021.
811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.