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Copperwynd Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Copperwynd Financial’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
Q2 		– Sell
-6,170
Closed -$310K – 128
2022
Q1 		$310K Sell
6,170
-2,082
-25% -$105K 0.13% 107
2021
Q4 		$417K Sell
8,252
-80
-1% -$4.05K 0.16% 103
2021
Q3 		$423K Sell
8,332
-397
-5% -$20.1K 0.17% 105
2021
Q2 		$443K Sell
8,729
-2,165
-20% -$110K 0.19% 106
2021
Q1 		$553K Sell
10,894
-6,713
-38% -$341K 0.25% 65
2020
Q4 		$894K Sell
17,607
-18,326
-51% -$931K 0.43% 35
2020
Q3 		$1.82M Buy
35,933
+23,757
+195% +$1.21M 0.97% 17
2020
Q2 		$618K Buy
+12,176
New +$613K 0.35% 37
2020
Q1 		– Sell
-15,230
Closed -$768K – 96
2019
Q4 		$768K Sell
15,230
-10,013
-40% -$505K 0.41% 38
2019
Q3 		$1.27M Buy
25,243
+19,422
+334% +$980K 0.72% 30
2019
Q2 		$293K Sell
5,821
-194,060
-97% -$9.78M 0.17% 92
2019
Q1 		$10.1M Sell
199,881
-246,789
-55% -$12.4M 6.03% 2
2018
Q4 		$22.4M Buy
+446,670
New +$22.4M 13.87% 1

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Copperwynd Financial's JPST Position: Q2 2022 in Review

Copperwynd Financial sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 6,170 shares — an estimated $310K sold.

Copperwynd Financial first reported a position in JPST in Q4 2018 and held it in 13 quarters. The position peaked at $22.4M in Q4 2018. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

  • Copperwynd Financial reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
  • Copperwynd Financial sold 6,170 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $310K.
  • Copperwynd Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 13 quarters.
  • Copperwynd Financial's JPMorgan Ultra-Short Income ETF position peaked at $22.4M in Q4 2018.
  • 840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Copperwynd Financial's 13F filing for Q2 2022, filed 5 Aug 2022.