Hardy Reed’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hardy Reed’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 Q1	–	Sell	-15,743	Closed	-$795K	–	96
2021 Q4	$795K	Hold	15,743	–	–	0.13%	46
2021 Q3	$798K	Buy	15,743 +9,900	+169%	+$502K	0.14%	44
2021 Q2	$296K	Hold	5,843	–	–	0.05%	81
2021 Q1	$297K	Hold	5,843	–	–	0.06%	74
2020 Q4	$297K	Sell	5,843 -7,000	-55%	-$355K	0.06%	75
2020 Q3	$652K	Hold	12,843	–	–	0.16%	40
2020 Q2	$652K	Hold	12,843	–	–	0.23%	39
2020 Q1	$638K	Sell	12,843 -180	-1%	-$9.05K	0.29%	36
2019 Q4	$657K	Buy	+13,023	New	+$657K	0.24%	35

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

AAS

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

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Hardy Reed's JPST Position: Q1 2022 in Review

Hardy Reed sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 15,743 shares — an estimated $795K sold.

Hardy Reed first reported a position in JPST in Q4 2019 and held it in 9 quarters. The position peaked at $798K in Q3 2021. 812 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

Hardy Reed reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
Hardy Reed sold 15,743 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $795K.
Hardy Reed first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 9 quarters.
Hardy Reed's JPMorgan Ultra-Short Income ETF position peaked at $798K in Q3 2021.
812 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Hardy Reed's 13F filing for Q1 2022, filed 28 Apr 2022.