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

Meridian 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 Q4	–	Sell	-4,252	Closed	-$213K	–	194
2022 Q3	$213K	Sell	4,252 -21,145	-83%	-$1.06M	0.06%	172
2022 Q2	$1.27M	Sell	25,397 -986	-4%	-$49.5K	0.34%	68
2022 Q1	$1.33M	Buy	26,383 +4,950	+23%	+$249K	0.31%	70
2021 Q4	$1.08M	Buy	21,433 +12,260	+134%	+$620K	0.26%	82
2021 Q3	$465K	Hold	9,173	–	–	0.13%	124
2021 Q2	$465K	Buy	9,173 +5,238	+133%	+$266K	0.13%	125
2021 Q1	$200K	Sell	3,935 -2,372	-38%	-$120K	0.07%	177
2020 Q4	$320K	Buy	+6,307	New	+$320K	0.12%	133
2020 Q3	–	Sell	-11,135	Closed	-$565K	–	168
2020 Q2	$565K	Buy	+11,135	New	+$561K	0.26%	81

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

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

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

AAS

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Meridian Wealth Advisors's JPST Position: Q4 2022 in Review

Meridian Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 4,252 shares — an estimated $213K sold.

Meridian Wealth Advisors first reported a position in JPST in Q2 2020 and held it in 9 quarters. The position peaked at $1.33M in Q1 2022. 930 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Meridian Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 4,252 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $213K.
Meridian Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 9 quarters.
Meridian Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.33M in Q1 2022.
930 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Meridian Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.