Destination Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Destination Wealth 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 Q4	–	Sell	-8,865	Closed	-$445K	–	206
2022 Q3	$445K	Sell	8,865 -522,647	-98%	-$26.2M	0.02%	139
2022 Q2	$26.6M	Buy	531,512 +17,041	+3%	+$855K	1.07%	30
2022 Q1	$25.9M	Buy	514,471 +31,088	+6%	+$1.57M	0.96%	34
2021 Q4	$24.4M	Buy	483,383 +39,153	+9%	+$1.98M	0.86%	39
2021 Q3	$22.5M	Buy	444,230 +63,620	+17%	+$3.23M	0.87%	40
2021 Q2	$19.3M	Sell	380,610 -18,815	-5%	-$955K	0.75%	50
2021 Q1	$20.3M	Sell	399,425 -307,538	-44%	-$15.6M	0.84%	39
2020 Q4	$35.9M	Buy	+706,963	New	+$35.9M	1.56%	22
2020 Q2	–	Sell	-4,704	Closed	-$234K	–	157
2020 Q1	$234K	Buy	+4,704	New	+$237K	0.01%	151
2019 Q3	–	Sell	-1,510	Closed	-$76K	–	326
2019 Q2	$76K	Buy	+1,510	New	+$76.1K	﹤0.01%	218

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

Destination Wealth Management's JPST Position: Q4 2022 in Review

Destination Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 8,865 shares — an estimated $445K sold.

Destination Wealth Management first reported a position in JPST in Q2 2019 and held it in 10 quarters. The position peaked at $35.9M in Q4 2020. 929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Destination Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
Destination Wealth Management sold 8,865 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $445K.
Destination Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and held it in 10 quarters.
Destination Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $35.9M in Q4 2020.
929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Destination Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.