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D'Orazio & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

D'Orazio & Associates’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
-268,317
Closed -$13.5M – 154
2022
Q4 		$13.5M Sell
268,317
-24,347
-8% -$1.22M 3.19% 9
2022
Q3 		$14.7M Buy
+292,664
New +$14.7M 4.29% 9

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
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

D'Orazio & Associates's JPST Position: Q1 2023 in Review

D'Orazio & Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2023, closing a stake of 268,317 shares — an estimated $13.5M sold.

D'Orazio & Associates first reported a position in JPST in Q3 2022 and held it in 2 quarters. The position peaked at $14.7M in Q3 2022. 914 funds tracked by Wall St. Rank hold JPST as of Q1 2023.

  • D'Orazio & Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2023 after selling out during the quarter.
  • D'Orazio & Associates sold 268,317 JPMorgan Ultra-Short Income ETF shares in Q1 2023, an estimated $13.5M.
  • D'Orazio & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and held it in 2 quarters.
  • D'Orazio & Associates's JPMorgan Ultra-Short Income ETF position peaked at $14.7M in Q3 2022.
  • 914 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2023.

Based on D'Orazio & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.