Pathstone Family Office’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pathstone Family Office’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 Q3	–	Sell	-7,000	Closed	-$351K	–	1259
2022 Q2	$351K	Buy	+7,000	New	+$351K	0.01%	722
2020 Q2	–	Sell	-201	Closed	-$10K	–	846
2020 Q1	$10K	Buy	+201	New	+$10.1K	﹤0.01%	528

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Pathstone Family Office's JPST Position: Q3 2022 in Review

Pathstone Family Office sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 7,000 shares — an estimated $351K sold.

Pathstone Family Office first reported a position in JPST in Q1 2020 and held it in 2 quarters. The position peaked at $351K in Q2 2022. 859 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Pathstone Family Office reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
Pathstone Family Office sold 7,000 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $351K.
Pathstone Family Office first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 2 quarters.
Pathstone Family Office's JPMorgan Ultra-Short Income ETF position peaked at $351K in Q2 2022.
859 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Pathstone Family Office's 13F filing for Q3 2022, filed 14 Nov 2022.