Eaton Vance Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Eaton Vance 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	–	Sell	-7,000	Closed	-$352K	–	1705
2022 Q1	$352K	Buy	+7,000	New	+$353K	﹤0.01%	1590
2021 Q4	–	Sell	-1	Closed	–	–	2849
2021 Q3	$0	Sell	1 -14,101	-100%	-$715K	﹤0.01%	2367
2021 Q2	$715K	Hold	14,102	–	–	﹤0.01%	1263
2021 Q1	$716K	Sell	14,102 -7,998	-36%	-$406K	﹤0.01%	1201
2020 Q4	$1.12M	Buy	+22,100	New	+$1.12M	﹤0.01%	1057

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Eaton Vance Management's JPST Position: Q2 2022 in Review

Eaton Vance Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 7,000 shares — an estimated $352K sold.

Eaton Vance Management first reported a position in JPST in Q4 2020 and held it in 5 quarters. The position peaked at $1.12M in Q4 2020. 839 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Eaton Vance Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 7,000 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $352K.
Eaton Vance Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 5 quarters.
Eaton Vance Management's JPMorgan Ultra-Short Income ETF position peaked at $1.12M in Q4 2020.
839 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.