Private Wealth Advisors (California)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Private Wealth Advisors (California)’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	-309,507	Closed	-$15.5M	–	82
2022 Q2	$15.5M	Sell	309,507 -451,278	-59%	-$22.6M	5.73%	4
2022 Q1	$38.2M	Buy	760,785 +838	+0.1%	+$42.2K	12.2%	1
2021 Q4	$38.4M	Sell	759,947 -16,734	-2%	-$846K	8.21%	2
2021 Q3	$39.3M	Sell	776,681 -39,334	-5%	-$2M	9.39%	1
2021 Q2	$41.4M	Buy	816,015 +140,237	+21%	+$7.12M	12.7%	1
2021 Q1	$34.3M	Buy	675,778 +72,068	+12%	+$3.66M	11.62%	1
2020 Q4	$30.7M	Buy	+603,710	New	+$30.7M	10.59%	2

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Wealth Advisors (California)'s JPST Position: Q3 2022 in Review

Private Wealth Advisors (California) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 309,507 shares — an estimated $15.5M sold.

Private Wealth Advisors (California) first reported a position in JPST in Q4 2020 and held it in 7 quarters. The position peaked at $41.4M in Q2 2021. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Private Wealth Advisors (California) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
Private Wealth Advisors (California) sold 309,507 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $15.5M.
Private Wealth Advisors (California) first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 7 quarters.
Private Wealth Advisors (California)'s JPMorgan Ultra-Short Income ETF position peaked at $41.4M in Q2 2021.
858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Private Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.