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Heartland Bank & Trust’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Heartland Bank & Trust’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
-5,076
Closed -$255K – 141
2022
Q3 		$255K Hold
5,076
– – 0.24% 115
2022
Q2 		$254K Hold
5,076
– – 0.23% 121
2022
Q1 		$255K Buy
+5,076
New +$256K 0.19% 125

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Heartland Bank & Trust's JPST Position: Q4 2022 in Review

Heartland Bank & Trust sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 5,076 shares — an estimated $255K sold.

Heartland Bank & Trust first reported a position in JPST in Q1 2022 and held it in 3 quarters. The position peaked at $255K in Q3 2022. 929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

  • Heartland Bank & Trust reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
  • Heartland Bank & Trust sold 5,076 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $255K.
  • Heartland Bank & Trust first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and held it in 3 quarters.
  • Heartland Bank & Trust's JPMorgan Ultra-Short Income ETF position peaked at $255K in Q3 2022.
  • 929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Heartland Bank & Trust's 13F filing for Q4 2022, filed 9 Feb 2023.