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Pinnacle Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pinnacle Private Wealth’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 		$631K Sell
12,601
-765
-6% -$38.4K 0.25% 95
2022
Q1 		$672K Sell
13,366
-1,656
-11% -$83.4K 0.21% 111
2021
Q4 		$758K Buy
+15,022
New +$760K 0.24% 102

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Pinnacle Private Wealth's JPST Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.7% in Q2 2022, selling an estimated $38.4K and leaving 12,601 shares worth $631K. The position accounts for 0.25% of the portfolio, ranked #95.

Pinnacle Private Wealth first reported a position in JPST in Q4 2021 and has held it in 3 quarters since. The position peaked at $758K in Q4 2021. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

  • Pinnacle Private Wealth held 12,601 shares of JPMorgan Ultra-Short Income ETF worth $631K as of Q2 2022.
  • Pinnacle Private Wealth sold 765 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $38.4K.
  • JPMorgan Ultra-Short Income ETF made up 0.25% of Pinnacle Private Wealth's portfolio in Q2 2022, its #95 holding.
  • Pinnacle Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $758K in Q4 2021.
  • 840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.