Lenox Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lenox Wealth Advisors’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	$40K	Buy	+795	New	+$40K	0.01%	272

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

Lenox Wealth Advisors's JPST Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022: 795 shares worth $40K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings.

811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

Lenox Wealth Advisors held 795 shares of JPMorgan Ultra-Short Income ETF worth $40K as of Q1 2022.
JPMorgan Ultra-Short Income ETF was a new Lenox Wealth Advisors position in Q1 2022.
JPMorgan Ultra-Short Income ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #272 holding.
811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.