Pachira Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pachira Investments’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	-168,783	Closed	-$8.52M	–	29
2021 Q4	$8.52M	Sell	168,783 -90,232	-35%	-$4.56M	5.5%	8
2021 Q3	$13.1M	Sell	259,015 -2,665	-1%	-$135K	9.35%	4
2021 Q2	$13.3M	Buy	261,680 +76,284	+41%	+$3.87M	9.33%	3
2021 Q1	$9.41M	Sell	185,396 -137,202	-43%	-$6.97M	6.92%	5
2020 Q4	$16.4M	Buy	322,598 +133,585	+71%	+$6.78M	15.67%	2
2020 Q3	$9.6M	Buy	189,013 +17,643	+10%	+$897K	12.52%	3
2020 Q2	$8.69M	Buy	+171,370	New	+$8.63M	15.51%	3

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

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

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

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

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

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

Pachira Investments's JPST Position: Q1 2022 in Review

Pachira Investments sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 168,783 shares — an estimated $8.52M sold.

Pachira Investments first reported a position in JPST in Q2 2020 and held it in 7 quarters. The position peaked at $16.4M in Q4 2020. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

Pachira Investments reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
Pachira Investments sold 168,783 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $8.52M.
Pachira Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 7 quarters.
Pachira Investments's JPMorgan Ultra-Short Income ETF position peaked at $16.4M in Q4 2020.
811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Pachira Investments's 13F filing for Q1 2022, filed 26 Apr 2022.