Mariner Independent Advisor Network’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mariner Independent Advisor Network’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	$8.86M	Sell	176,681 -2,060	-1%	-$103K	0.38%	58
2022 Q2	$8.95M	Sell	178,741 -11,106	-6%	-$557K	0.38%	60
2022 Q1	$9.54M	Sell	189,847 -3,182	-2%	-$160K	0.37%	67
2021 Q4	$9.74M	Buy	193,029 +40,019	+26%	+$2.02M	0.46%	48
2021 Q3	$7.76M	Buy	153,010 +83,774	+121%	+$4.25M	0.38%	60
2021 Q2	$3.51M	Buy	69,236 +387	+0.6%	+$19.6K	0.16%	157
2021 Q1	$3.49M	Buy	68,849 +26,223	+62%	+$1.33M	0.18%	135
2020 Q4	$2.17M	Buy	42,626 +19,211	+82%	+$976K	0.12%	190
2020 Q3	$1.19M	Buy	23,415 +9,016	+63%	+$458K	0.1%	197
2020 Q2	$730K	Sell	14,399 -7,671	-35%	-$386K	0.07%	238
2020 Q1	$1.1M	Sell	22,070 -42,839	-66%	-$2.15M	0.1%	201
2019 Q4	$3.27M	Buy	+64,909	New	+$3.28M	0.24%	98

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mariner Independent Advisor Network's JPST Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.2% in Q3 2022, selling an estimated $103K and leaving 176,681 shares worth $8.86M. The position accounts for 0.38% of the portfolio, ranked #58.

Mariner Independent Advisor Network first reported a position in JPST in Q4 2019 and has held it in 12 quarters since. The position peaked at $9.74M in Q4 2021. 859 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Mariner Independent Advisor Network held 176,681 shares of JPMorgan Ultra-Short Income ETF worth $8.86M as of Q3 2022.
Mariner Independent Advisor Network sold 2,060 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $103K.
JPMorgan Ultra-Short Income ETF made up 0.38% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #58 holding.
Mariner Independent Advisor Network first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 12 quarters since.
Mariner Independent Advisor Network's JPMorgan Ultra-Short Income ETF position peaked at $9.74M in Q4 2021.
859 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.