Karp Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Karp Capital Management’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	-6,115	Closed	-$309K	–	151
2021 Q4	$309K	Buy	6,115 +80	+1%	+$4.05K	0.04%	123
2021 Q3	$306K	Sell	6,035 -893	-13%	-$45.3K	0.04%	137
2021 Q2	$352K	Sell	6,928 -24,451	-78%	-$1.24M	0.05%	130
2021 Q1	$1.59M	Buy	31,379 +405	+1%	+$20.6K	0.29%	77
2020 Q4	$1.57M	Buy	+30,974	New	+$1.57M	0.32%	71

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 $15.5B AUM 18.35% 1-Year Est. Return

Karp Capital Management's JPST Position: Q1 2022 in Review

Karp Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 6,115 shares — an estimated $309K sold.

Karp Capital Management first reported a position in JPST in Q4 2020 and held it in 5 quarters. The position peaked at $1.59M in Q1 2021. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

Karp Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
Karp Capital Management sold 6,115 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $309K.
Karp Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 5 quarters.
Karp Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $1.59M in Q1 2021.
811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Karp Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.