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

Meadow Creek 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 Q3	$1.1M	Buy	21,982 +1,182	+6%	+$59.3K	1.46%	7
2022 Q2	$1.04M	Buy	+20,800	New	+$1.04M	1.28%	9
2019 Q4	$1.49M	Buy	+29,500	New	+$1.49M	2.06%	3

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 $374B AUM 17.66% 1-Year Est. Return

Meadow Creek Wealth Advisors's JPST Position: Q3 2022 in Review

Meadow Creek Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.7% in Q3 2022, buying an estimated $59.3K and bringing the position to 21,982 shares worth $1.1M. The position accounts for 1.46% of the portfolio, ranked #7.

Meadow Creek Wealth Advisors first reported a position in JPST in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2019. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Meadow Creek Wealth Advisors held 21,982 shares of JPMorgan Ultra-Short Income ETF worth $1.1M as of Q3 2022.
Meadow Creek Wealth Advisors bought 1,182 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $59.3K.
JPMorgan Ultra-Short Income ETF made up 1.46% of Meadow Creek Wealth Advisors's portfolio in Q3 2022, its #7 holding.
Meadow Creek Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 3 quarters since.
Meadow Creek Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.49M in Q4 2019.
858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Meadow Creek Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.