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

Frontier 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 Q2	$8.2M	Sell	163,654 -88,742	-35%	-$4.45M	0.6%	41
2022 Q1	$12.7M	Sell	252,396 -60,995	-19%	-$3.07M	0.16%	26
2021 Q4	$15.8M	Buy	313,391 +7,127	+2%	+$361K	1.04%	23
2021 Q3	$15.5M	Sell	306,264 -68,364	-18%	-$3.47M	1.07%	22
2021 Q2	$19M	Buy	374,628 +22,873	+7%	+$1.16M	1.33%	14
2021 Q1	$17.9M	Buy	351,755 +37,567	+12%	+$1.91M	1.37%	14
2020 Q4	$16M	Sell	314,188 -22,049	-7%	-$1.12M	1.31%	14
2020 Q3	$17.1M	Buy	336,237 +71,113	+27%	+$3.61M	1.57%	13
2020 Q2	$13.4M	Buy	+265,124	New	+$13.4M	1.24%	17
2019 Q2	–	Sell	-37,516	Closed	-$1.89M	–	344
2019 Q1	$1.89M	Sell	37,516 -24,272	-39%	-$1.22M	0.26%	90
2018 Q4	$3.1M	Buy	+61,788	New	+$3.1M	0.47%	49

Other funds holding JPST

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

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

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

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

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

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

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

Frontier Wealth Management's JPST Position: Q2 2022 in Review

Frontier Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 35% in Q2 2022, selling an estimated $4.45M and leaving 163,654 shares worth $8.2M. The position accounts for 0.6% of the portfolio, ranked #41.

Frontier Wealth Management first reported a position in JPST in Q4 2018 and has held it in 11 quarters since. The position peaked at $19M in Q2 2021. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Frontier Wealth Management held 163,654 shares of JPMorgan Ultra-Short Income ETF worth $8.2M as of Q2 2022.
Frontier Wealth Management sold 88,742 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $4.45M.
JPMorgan Ultra-Short Income ETF made up 0.6% of Frontier Wealth Management's portfolio in Q2 2022, its #41 holding.
Frontier Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 11 quarters since.
Frontier Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $19M in Q2 2021.
840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.