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

MinichMacGregor 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
2023 Q1	–	Sell	-1,347	Closed	-$67.6K	–	369
2022 Q4	$67.6K	Buy	+1,347	New	+$67.5K	0.02%	159
2021 Q1	–	Sell	-4,819	Closed	-$244K	–	84
2020 Q4	$244K	Buy	4,819 +287	+6%	+$14.6K	0.1%	72
2020 Q3	$230K	Buy	+4,532	New	+$230K	0.11%	53

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

MinichMacGregor Wealth Management's JPST Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2023, closing a stake of 1,347 shares — an estimated $67.6K sold.

MinichMacGregor Wealth Management first reported a position in JPST in Q3 2020 and held it in 3 quarters. The position peaked at $244K in Q4 2020. 913 funds tracked by Wall St. Rank hold JPST as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,347 JPMorgan Ultra-Short Income ETF shares in Q1 2023, an estimated $67.6K.
MinichMacGregor Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 3 quarters.
MinichMacGregor Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $244K in Q4 2020.
913 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.