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

Doyle 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 Q3	$11.9M	Buy	236,666 +62,855	+36%	+$3.15M	1.02%	40
2022 Q2	$8.71M	Buy	173,811 +156,949	+931%	+$7.87M	0.7%	53
2022 Q1	$848K	Buy	16,862 +5,639	+50%	+$284K	0.06%	124
2021 Q4	$567K	Buy	11,223 +121	+1%	+$6.12K	0.04%	136
2021 Q3	$563K	Hold	11,102	–	–	0.04%	135
2021 Q2	$563K	Buy	11,102 +3,449	+45%	+$175K	0.05%	130
2021 Q1	$388K	Sell	7,653 -408	-5%	-$20.7K	0.04%	158
2020 Q4	$409K	Buy	8,061 +1,900	+31%	+$96.5K	0.04%	147
2020 Q3	$313K	Buy	+6,161	New	+$313K	0.04%	148

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Doyle Wealth Management's JPST Position: Q3 2022 in Review

Doyle Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 36% in Q3 2022, buying an estimated $3.15M and bringing the position to 236,666 shares worth $11.9M. The position accounts for 1.02% of the portfolio, ranked #40.

Doyle Wealth Management first reported a position in JPST in Q3 2020 and has held it in 9 quarters since. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Doyle Wealth Management held 236,666 shares of JPMorgan Ultra-Short Income ETF worth $11.9M as of Q3 2022.
Doyle Wealth Management bought 62,855 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $3.15M.
JPMorgan Ultra-Short Income ETF made up 1.02% of Doyle Wealth Management's portfolio in Q3 2022, its #40 holding.
Doyle Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 9 quarters since.
858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.