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

Domani Wealth’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	$19.8M	Buy	394,049 +28,123	+8%	+$1.41M	4.6%	5
2022 Q4	$18.3M	Buy	365,926 +156,074	+74%	+$7.82M	4.59%	5
2022 Q3	$10.5M	Sell	209,852 -31,743	-13%	-$1.59M	3.09%	10
2022 Q2	$12.1M	Buy	+241,595	New	+$12.1M	3.31%	8

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 $17.8B AUM 24.16% 1-Year Est. Return

Domani Wealth's JPST Position: Q1 2023 in Review

Domani Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.7% in Q1 2023, buying an estimated $1.41M and bringing the position to 394,049 shares worth $19.8M. The position accounts for 4.6% of the portfolio, ranked #5.

Domani Wealth first reported a position in JPST in Q2 2022 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold JPST as of Q1 2023.

Domani Wealth held 394,049 shares of JPMorgan Ultra-Short Income ETF worth $19.8M as of Q1 2023.
Domani Wealth bought 28,123 JPMorgan Ultra-Short Income ETF shares in Q1 2023, an estimated $1.41M.
JPMorgan Ultra-Short Income ETF made up 4.6% of Domani Wealth's portfolio in Q1 2023, its #5 holding.
Domani Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 4 quarters since.
914 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.