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

Minot 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
2022
Q2 		$1.57M Buy
31,281
+24,650
+372% +$1.24M 0.4% 58
2022
Q1 		$333K Buy
+6,631
New +$334K 0.07% 153

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Minot Wealth Management's JPST Position: Q2 2022 in Review

Minot Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 372% in Q2 2022, buying an estimated $1.24M and bringing the position to 31,281 shares worth $1.57M. The position accounts for 0.4% of the portfolio, ranked #58.

Minot Wealth Management first reported a position in JPST in Q1 2022 and has held it in 2 quarters since. 841 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

  • Minot Wealth Management held 31,281 shares of JPMorgan Ultra-Short Income ETF worth $1.57M as of Q2 2022.
  • Minot Wealth Management bought 24,650 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $1.24M.
  • JPMorgan Ultra-Short Income ETF made up 0.4% of Minot Wealth Management's portfolio in Q2 2022, its #58 holding.
  • Minot Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 2 quarters since.
  • 841 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.