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

Private Capital 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 Q2	$17K	Buy	342 +105	+44%	+$5.27K	0.01%	883
2022 Q1	$12K	Buy	+237	New	+$11.9K	﹤0.01%	1212
2020 Q4	–	Sell	-2,446	Closed	-$124K	–	2094
2020 Q3	$124K	Buy	2,446 +423	+21%	+$21.5K	0.03%	388
2020 Q2	$103K	Buy	+2,023	New	+$102K	0.02%	433
2019 Q1	–	Sell	-238	Closed	-$12K	–	2265
2018 Q4	$12K	Buy	+238	New	+$11.9K	﹤0.01%	1309

Other funds holding JPST

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

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Private Capital Group's JPST Position: Q2 2022 in Review

Private Capital Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 44% in Q2 2022, buying an estimated $5.27K and bringing the position to 342 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #883.

Private Capital Group first reported a position in JPST in Q4 2018 and has held it in 5 quarters since. The position peaked at $124K in Q3 2020. 841 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Private Capital Group held 342 shares of JPMorgan Ultra-Short Income ETF worth $17K as of Q2 2022.
Private Capital Group bought 105 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $5.27K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #883 holding.
Private Capital Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 5 quarters since.
Private Capital Group's JPMorgan Ultra-Short Income ETF position peaked at $124K in Q3 2020.
841 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.