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

Foresight 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 Q4	–	Sell	-669,646	Closed	-$33.6M	–	59
2022 Q3	$33.6M	Buy	669,646 +202,970	+43%	+$10.2M	7.69%	4
2022 Q2	$23.4M	Buy	466,676 +146,937	+46%	+$7.37M	4.83%	5
2022 Q1	$16.1M	Sell	319,739 -110,353	-26%	-$5.56M	2.98%	5
2021 Q4	$21.7M	Buy	430,092 +155,698	+57%	+$7.88M	0.28%	5
2021 Q3	$13.9M	Buy	274,394 +46,923	+21%	+$2.38M	2.79%	5
2021 Q2	$11.5M	Buy	227,471 +172,572	+314%	+$8.76M	2.56%	8
2021 Q1	$2.79M	Sell	54,899 -180,502	-77%	-$9.17M	0.71%	19
2020 Q4	$12M	Sell	235,401 -77,885	-25%	-$3.96M	3.17%	5
2020 Q3	$15.9M	Buy	313,286 +125,433	+67%	+$6.37M	5.33%	3
2020 Q2	$9.53M	Buy	+187,853	New	+$9.46M	4.34%	5

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Foresight Wealth Management's JPST Position: Q4 2022 in Review

Foresight Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 669,646 shares — an estimated $33.6M sold.

Foresight Wealth Management first reported a position in JPST in Q2 2020 and held it in 10 quarters. The position peaked at $33.6M in Q3 2022. 930 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Foresight Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 669,646 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $33.6M.
Foresight Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 10 quarters.
Foresight Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $33.6M in Q3 2022.
930 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.