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Joule Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Joule Financial’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 		– Sell
-9,583
Closed -$480K – 92
2022
Q2 		$480K Buy
+9,583
New +$481K 0.37% 42

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Joule Financial's JPST Position: Q3 2022 in Review

Joule Financial sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 9,583 shares — an estimated $480K sold.

Joule Financial first reported a position in JPST in Q2 2022 and held it in 1 quarter. The position peaked at $480K in Q2 2022. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

  • Joule Financial reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
  • Joule Financial sold 9,583 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $480K.
  • Joule Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and held it in 1 quarter.
  • Joule Financial's JPMorgan Ultra-Short Income ETF position peaked at $480K in Q2 2022.
  • 858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Joule Financial's 13F filing for Q3 2022, filed 19 Oct 2022.