NC
JPST icon

NovaPoint Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

NovaPoint Capital’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
-19,909
Closed -$999K – 125
2022
Q3 		$999K Buy
19,909
+2,986
+18% +$150K 0.45% 60
2022
Q2 		$848K Sell
16,923
-6,656
-28% -$334K 0.37% 66
2022
Q1 		$1.19M Sell
23,579
-679
-3% -$34.2K 0.43% 65
2021
Q4 		$1.23M Sell
24,258
-1,034
-4% -$52.3K 0.44% 63
2021
Q3 		$1.28M Sell
25,292
-244
-1% -$12.4K 0.51% 59
2021
Q2 		$1.3M Sell
25,536
-3,475
-12% -$176K 0.54% 59
2021
Q1 		$1.47M Sell
29,011
-4,168
-13% -$212K 0.69% 56
2020
Q4 		$1.69M Sell
33,179
-5,604
-14% -$285K 0.88% 48
2020
Q3 		$1.97M Sell
38,783
-6,143
-14% -$312K 1.28% 34
2020
Q2 		$2.28M Sell
44,926
-1,030
-2% -$51.9K 1.7% 12
2020
Q1 		$2.28M Buy
45,956
+13,944
+44% +$701K 2.09% 10
2019
Q4 		$1.61M Buy
+32,012
New +$1.62M 1.27% 37

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

NovaPoint Capital's JPST Position: Q4 2022 in Review

NovaPoint Capital sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 19,909 shares — an estimated $999K sold.

NovaPoint Capital first reported a position in JPST in Q4 2019 and held it in 12 quarters. The position peaked at $2.28M in Q1 2020. 930 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

  • NovaPoint Capital reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
  • NovaPoint Capital sold 19,909 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $999K.
  • NovaPoint Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 12 quarters.
  • NovaPoint Capital's JPMorgan Ultra-Short Income ETF position peaked at $2.28M in Q1 2020.
  • 930 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on NovaPoint Capital's 13F filing for Q4 2022, filed 7 Feb 2023.