Financial Planners of Cleveland’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Financial Planners of Cleveland’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	-213,280	Closed	-$10.7M	–	28
2022 Q1	$10.7M	Buy	213,280 +181,112	+563%	+$9.12M	4.51%	9
2021 Q4	$1.62M	Buy	+32,168	New	+$1.63M	0.66%	15

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

Financial Planners of Cleveland's JPST Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 213,280 shares — an estimated $10.7M sold.

Financial Planners of Cleveland first reported a position in JPST in Q4 2021 and held it in 2 quarters. The position peaked at $10.7M in Q1 2022. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Financial Planners of Cleveland reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
Financial Planners of Cleveland sold 213,280 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $10.7M.
Financial Planners of Cleveland first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 2 quarters.
Financial Planners of Cleveland's JPMorgan Ultra-Short Income ETF position peaked at $10.7M in Q1 2022.
840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.