Integrity Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Integrity Advisory’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	$1.75M	Buy	34,822 +12,913	+59%	+$647K	1.6%	17
2022 Q3	$1.1M	Sell	21,909 -5,381	-20%	-$270K	1.02%	21
2022 Q2	$1.37M	Buy	27,290 +18,665	+216%	+$936K	1.34%	14
2022 Q1	$434K	Buy	+8,625	New	+$434K	0.43%	43

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

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

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

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

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

Integrity Advisory's JPST Position: Q4 2022 in Review

Integrity Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 59% in Q4 2022, buying an estimated $647K and bringing the position to 34,822 shares worth $1.75M. The position accounts for 1.6% of the portfolio, ranked #17.

Integrity Advisory first reported a position in JPST in Q1 2022 and has held it in 4 quarters since. 929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Integrity Advisory held 34,822 shares of JPMorgan Ultra-Short Income ETF worth $1.75M as of Q4 2022.
Integrity Advisory bought 12,913 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $647K.
JPMorgan Ultra-Short Income ETF made up 1.6% of Integrity Advisory's portfolio in Q4 2022, its #17 holding.
Integrity Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 4 quarters since.
929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.