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Elwood & Goetz Wealth Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
-9,034
Closed -$454K – 64
2022
Q1 		$454K Buy
+9,034
New +$455K 0.14% 43

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JP Morgan Chase
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

Elwood & Goetz Wealth Advisory Group's JPST Position: Q2 2022 in Review

Elwood & Goetz Wealth Advisory Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 9,034 shares — an estimated $454K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in JPST in Q1 2022 and held it in 1 quarter. The position peaked at $454K in Q1 2022. 839 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

  • Elwood & Goetz Wealth Advisory Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 9,034 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $454K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $454K in Q1 2022.
  • 839 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2022, filed 11 Aug 2022.