CRCM
JPST icon

Corbett Road Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Corbett Road 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
2022
Q2 		$212K Sell
4,236
-1,997
-32% -$100K 0.36% 84
2022
Q1 		$313K Buy
+6,233
New +$314K 0.4% 88

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

Corbett Road Capital Management's JPST Position: Q2 2022 in Review

Corbett Road Capital Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 32% in Q2 2022, selling an estimated $100K and leaving 4,236 shares worth $212K. The position accounts for 0.36% of the portfolio, ranked #84.

Corbett Road Capital Management first reported a position in JPST in Q1 2022 and has held it in 2 quarters since. The position peaked at $313K in Q1 2022. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

  • Corbett Road Capital Management held 4,236 shares of JPMorgan Ultra-Short Income ETF worth $212K as of Q2 2022.
  • Corbett Road Capital Management sold 1,997 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $100K.
  • JPMorgan Ultra-Short Income ETF made up 0.36% of Corbett Road Capital Management's portfolio in Q2 2022, its #84 holding.
  • Corbett Road Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 2 quarters since.
  • Corbett Road Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $313K in Q1 2022.
  • 840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Corbett Road Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.