Maltin Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Maltin Wealth 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 Q3	–	Sell	-7,943	Closed	-$398K	–	114
2022 Q2	$398K	Buy	7,943 +16	+0.2%	+$803	0.29%	86
2022 Q1	$398K	Sell	7,927 -11,595	-59%	-$584K	0.26%	83
2021 Q4	$985K	Sell	19,522 -5,960	-23%	-$301K	0.59%	47
2021 Q3	$1.29M	Sell	25,482 -5,350	-17%	-$271K	0.79%	39
2021 Q2	$1.56M	Buy	30,832 +3,550	+13%	+$180K	0.95%	32
2021 Q1	$1.39M	Sell	27,282 -2,726	-9%	-$138K	0.9%	35
2020 Q4	$1.52M	Sell	30,008 -1,809	-6%	-$91.9K	1.07%	29
2020 Q3	$1.62M	Sell	31,817 -23,413	-42%	-$1.19M	1.15%	26
2020 Q2	$2.8M	Buy	+55,230	New	+$2.78M	2.12%	14
2020 Q1	–	Sell	-119,748	Closed	-$6.04M	–	107
2019 Q4	$6.04M	Buy	+119,748	New	+$6.04M	3.91%	6

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

AAS

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Maltin Wealth Management's JPST Position: Q3 2022 in Review

Maltin Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 7,943 shares — an estimated $398K sold.

Maltin Wealth Management first reported a position in JPST in Q4 2019 and held it in 10 quarters. The position peaked at $6.04M in Q4 2019. 859 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Maltin Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
Maltin Wealth Management sold 7,943 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $398K.
Maltin Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 10 quarters.
Maltin Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $6.04M in Q4 2019.
859 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Maltin Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.