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

FourThought Financial’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 Q3	$10.2M	Buy	202,650 +1,615	+0.8%	+$81K	1.5%	13
2022 Q2	$10.1M	Buy	201,035 +9,424	+5%	+$473K	1.47%	13
2022 Q1	$9.6M	Sell	191,611 -35,025	-15%	-$1.76M	1.21%	21
2021 Q4	$11.4M	Sell	226,636 -8,226	-4%	-$416K	1.44%	17
2021 Q3	$11.9M	Buy	234,862 +90,438	+63%	+$4.59M	1.59%	11
2021 Q2	$7.33M	Sell	144,424 -80,691	-36%	-$4.09M	0.98%	30
2021 Q1	$11.4M	Buy	225,115 +21,531	+11%	+$1.09M	1.65%	9
2020 Q4	$10.3M	Buy	+203,584	New	+$10.3M	1.65%	8

Other funds holding JPST

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

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

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

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

AAS

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FourThought Financial's JPST Position: Q3 2022 in Review

FourThought Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.8% in Q3 2022, buying an estimated $81K and bringing the position to 202,650 shares worth $10.2M. The position accounts for 1.5% of the portfolio, ranked #13.

FourThought Financial first reported a position in JPST in Q4 2020 and has held it in 8 quarters since. The position peaked at $11.9M in Q3 2021. 859 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

FourThought Financial held 202,650 shares of JPMorgan Ultra-Short Income ETF worth $10.2M as of Q3 2022.
FourThought Financial bought 1,615 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $81K.
JPMorgan Ultra-Short Income ETF made up 1.5% of FourThought Financial's portfolio in Q3 2022, its #13 holding.
FourThought Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's JPMorgan Ultra-Short Income ETF position peaked at $11.9M in Q3 2021.
859 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.