Laurel Wealth Advisors (California)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Laurel Wealth Advisors (California)’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	$8.37M	Buy	166,868 +97,422	+140%	+$4.88M	0.82%	23
2022 Q3	$3.48M	Buy	69,446 +34,591	+99%	+$1.73M	0.37%	71
2022 Q2	$1.75M	Sell	34,855 -7,756	-18%	-$389K	0.18%	125
2022 Q1	$2.14M	Sell	42,611 -51,791	-55%	-$2.61M	0.18%	124
2021 Q4	$4.76M	Buy	+94,402	New	+$4.78M	0.37%	63
2021 Q3	–	Sell	-54,383	Closed	-$2.76M	–	488
2021 Q2	$2.76M	Buy	54,383 +24,290	+81%	+$1.23M	0.36%	64
2021 Q1	$1.53M	Sell	30,093 -9,320	-24%	-$473K	0.23%	98
2020 Q4	$2M	Buy	39,413 +408	+1%	+$20.7K	0.29%	79
2020 Q3	$1.98M	Buy	+39,005	New	+$1.98M	0.33%	68
2019 Q4	–	Sell	-80,807	Closed	-$4.08M	–	469
2019 Q3	$4.08M	Sell	80,807 -96,800	-55%	-$4.88M	0.7%	35
2019 Q2	$8.95M	Buy	177,607 +149,007	+521%	+$7.51M	1.96%	4
2019 Q1	$1.44M	Sell	28,600 -21,137	-42%	-$1.06M	0.35%	76
2018 Q4	$2.49M	Buy	49,737 +22,572	+83%	+$1.13M	0.73%	29
2018 Q3	$1.36M	Buy	+27,165	New	+$1.36M	0.33%	82

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Laurel Wealth Advisors (California)'s JPST Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 140% in Q4 2022, buying an estimated $4.88M and bringing the position to 166,868 shares worth $8.37M. The position accounts for 0.82% of the portfolio, ranked #23.

Laurel Wealth Advisors (California) first reported a position in JPST in Q3 2018 and has held it in 14 quarters since. The position peaked at $8.95M in Q2 2019. 930 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Laurel Wealth Advisors (California) held 166,868 shares of JPMorgan Ultra-Short Income ETF worth $8.37M as of Q4 2022.
Laurel Wealth Advisors (California) bought 97,422 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $4.88M.
JPMorgan Ultra-Short Income ETF made up 0.82% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #23 holding.
Laurel Wealth Advisors (California) first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 14 quarters since.
Laurel Wealth Advisors (California)'s JPMorgan Ultra-Short Income ETF position peaked at $8.95M in Q2 2019.
930 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.