Mitchell Sinkler & Starr’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mitchell Sinkler & Starr’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	–	Sell	-28,500	Closed	-$1.43M	–	119
2022 Q1	$1.43M	Sell	28,500 -2,200	-7%	-$111K	0.45%	47
2021 Q4	$1.55M	Buy	30,700 +3,600	+13%	+$182K	0.46%	49
2021 Q3	$1.38M	Buy	27,100 +6,900	+34%	+$350K	1.24%	33
2021 Q2	$1.02M	Buy	20,200 +3,000	+17%	+$152K	0.93%	42
2021 Q1	$873K	Buy	+17,200	New	+$873K	0.85%	44

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWM

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

Mitchell Sinkler & Starr's JPST Position: Q2 2022 in Review

Mitchell Sinkler & Starr sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 28,500 shares — an estimated $1.43M sold.

Mitchell Sinkler & Starr first reported a position in JPST in Q1 2021 and held it in 5 quarters. The position peaked at $1.55M in Q4 2021. 839 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Mitchell Sinkler & Starr reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
Mitchell Sinkler & Starr sold 28,500 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $1.43M.
Mitchell Sinkler & Starr first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and held it in 5 quarters.
Mitchell Sinkler & Starr's JPMorgan Ultra-Short Income ETF position peaked at $1.55M in Q4 2021.
839 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2022, filed 21 Jul 2022.