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Oxford Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Oxford Financial Group’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
Q1 		– Sell
-5,875
Closed -$297K – 275
2021
Q4 		$297K Buy
5,875
+12
+0.2% +$607 0.03% 162
2021
Q3 		$297K Buy
+5,863
New +$297K 0.04% 152

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Oxford Financial Group's JPST Position: Q1 2022 in Review

Oxford Financial Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 5,875 shares — an estimated $297K sold.

Oxford Financial Group first reported a position in JPST in Q3 2021 and held it in 2 quarters. The position peaked at $297K in Q4 2021. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

  • Oxford Financial Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
  • Oxford Financial Group sold 5,875 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $297K.
  • Oxford Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and held it in 2 quarters.
  • Oxford Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $297K in Q4 2021.
  • 811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Oxford Financial Group's 13F filing for Q1 2022, filed 13 May 2022.