Coppell Advisory Solutions Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Coppell Advisory Solutions Corp’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
2023 Q1	–	Sell	-640	Closed	-$32.1K	–	671
2022 Q4	$32.1K	Buy	+640	New	+$32.1K	0.01%	423

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

AAS

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HWM

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

Coppell Advisory Solutions Corp's JPST Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2023, closing a stake of 640 shares — an estimated $32.1K sold.

Coppell Advisory Solutions Corp first reported a position in JPST in Q4 2022 and held it in 1 quarter. The position peaked at $32.1K in Q4 2022. 913 funds tracked by Wall St. Rank hold JPST as of Q1 2023.

Coppell Advisory Solutions Corp reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2023 after selling out during the quarter.
Coppell Advisory Solutions Corp sold 640 JPMorgan Ultra-Short Income ETF shares in Q1 2023, an estimated $32.1K.
Coppell Advisory Solutions Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 1 quarter.
Coppell Advisory Solutions Corp's JPMorgan Ultra-Short Income ETF position peaked at $32.1K in Q4 2022.
913 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.