MGO Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

MGO Private Wealth’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
2023 Q1	–	Sell	-7,249	Closed	-$363K	–	95
2022 Q4	$363K	Sell	7,249 -652	-8%	-$32.7K	0.17%	85
2022 Q3	$396K	Buy	+7,901	New	+$396K	0.19%	80

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

MGO Private Wealth's JPST Position: Q1 2023 in Review

MGO Private Wealth sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2023, closing a stake of 7,249 shares — an estimated $363K sold.

MGO Private Wealth first reported a position in JPST in Q3 2022 and held it in 2 quarters. The position peaked at $396K in Q3 2022. 913 funds tracked by Wall St. Rank hold JPST as of Q1 2023.

MGO Private Wealth reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2023 after selling out during the quarter.
MGO Private Wealth sold 7,249 JPMorgan Ultra-Short Income ETF shares in Q1 2023, an estimated $363K.
MGO Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and held it in 2 quarters.
MGO Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $396K in Q3 2022.
913 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.