Raab & Moskowitz Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Raab & Moskowitz Asset Management’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	–	Sell	-7,243	Closed	-$364K	–	161
2022 Q1	$364K	Hold	7,243	–	–	0.12%	133
2021 Q4	$366K	Sell	7,243 -200	-3%	-$10.1K	0.12%	126
2021 Q3	$378K	Buy	7,443 +1,508	+25%	+$76.5K	0.14%	120
2021 Q2	$301K	Sell	5,935 -835	-12%	-$42.4K	0.11%	134
2021 Q1	$343K	Buy	6,770 +2,550	+60%	+$129K	0.13%	117
2020 Q4	$214K	Buy	+4,220	New	+$214K	0.09%	144
2020 Q1	–	Sell	-5,290	Closed	-$266K	–	341
2019 Q4	$266K	Buy	+5,290	New	+$267K	0.11%	135

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

Raab & Moskowitz Asset Management's JPST Position: Q2 2022 in Review

Raab & Moskowitz Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 7,243 shares — an estimated $364K sold.

Raab & Moskowitz Asset Management first reported a position in JPST in Q4 2019 and held it in 7 quarters. The position peaked at $378K in Q3 2021. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Raab & Moskowitz Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 7,243 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $364K.
Raab & Moskowitz Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 7 quarters.
Raab & Moskowitz Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $378K in Q3 2021.
840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.