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Ford Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ford Financial 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
-12,143
Closed -$610K – 130
2022
Q1 		$610K Sell
12,143
-1,991
-14% -$100K 0.23% 56
2021
Q4 		$713K Sell
14,134
-1,968
-12% -$99.5K 0.14% 48
2021
Q3 		$816K Buy
16,102
+26
+0.2% +$1.32K 0.31% 46
2021
Q2 		$815K Sell
16,076
-3,484
-18% -$177K 0.3% 44
2021
Q1 		$992K Buy
19,560
+15,208
+349% +$772K 0.43% 38
2020
Q4 		$221K Buy
4,352
+11
+0.3% +$559 0.1% 87
2020
Q3 		$220K Buy
4,341
+14
+0.3% +$711 0.12% 79
2020
Q2 		$219K Buy
4,327
+20
+0.5% +$1.01K 0.12% 83
2020
Q1 		$213K Sell
4,307
-4,898
-53% -$246K 0.14% 76
2019
Q4 		$464K Buy
9,205
+1,407
+18% +$71K 0.27% 45
2019
Q3 		$393K Buy
7,798
+1,798
+30% +$90.7K 0.25% 47
2019
Q2 		$302K Buy
+6,000
New +$302K 0.2% 55

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 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 $617B AUM 30.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Ford Financial Group's JPST Position: Q2 2022 in Review

Ford Financial Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 12,143 shares — an estimated $610K sold.

Ford Financial Group first reported a position in JPST in Q2 2019 and held it in 12 quarters. The position peaked at $992K in Q1 2021. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

  • Ford Financial Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
  • Ford Financial Group sold 12,143 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $610K.
  • Ford Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and held it in 12 quarters.
  • Ford Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $992K in Q1 2021.
  • 840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Ford Financial Group's 13F filing for Q2 2022, filed 14 Jul 2022.