H6H
JPST icon

Hightower 6M Holding’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hightower 6M Holding’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 		$29.1M Sell
579,604
-28,229
-5% -$1.42M 2.62% 5
2022
Q2 		$30.4M Sell
607,833
-40,818
-6% -$2.05M 2.56% 5
2022
Q1 		$32.6M Buy
+648,651
New +$32.7M 2.49% 5

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hightower 6M Holding's JPST Position: Q3 2022 in Review

Hightower 6M Holding reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.6% in Q3 2022, selling an estimated $1.42M and leaving 579,604 shares worth $29.1M. The position accounts for 2.62% of the portfolio, ranked #5.

Hightower 6M Holding first reported a position in JPST in Q1 2022 and has held it in 3 quarters since. The position peaked at $32.6M in Q1 2022. 860 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

  • Hightower 6M Holding held 579,604 shares of JPMorgan Ultra-Short Income ETF worth $29.1M as of Q3 2022.
  • Hightower 6M Holding sold 28,229 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $1.42M.
  • JPMorgan Ultra-Short Income ETF made up 2.62% of Hightower 6M Holding's portfolio in Q3 2022, its #5 holding.
  • Hightower 6M Holding first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's JPMorgan Ultra-Short Income ETF position peaked at $32.6M in Q1 2022.
  • 860 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.