Regent Peak Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Regent Peak Wealth Advisors’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	-10,332	Closed	-$517K	–	156
2022 Q2	$517K	Buy	10,332 +7	+0.1%	+$351	0.17%	80
2022 Q1	$519K	Sell	10,325 -678	-6%	-$34.1K	0.15%	85
2021 Q4	$555K	Sell	11,003 -17,627	-62%	-$892K	0.15%	85
2021 Q3	$1.45M	Sell	28,630 -8,307	-22%	-$421K	0.42%	51
2021 Q2	$1.87M	Sell	36,937 -10,618	-22%	-$539K	0.52%	45
2021 Q1	$2.41M	Buy	47,555 +27,032	+132%	+$1.37M	0.79%	24
2020 Q4	$1.04M	Buy	+20,523	New	+$1.04M	0.35%	55
2020 Q1	–	Sell	-98,979	Closed	-$4.99M	–	121
2019 Q4	$4.99M	Buy	+98,979	New	+$5M	2.28%	11

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

Regent Peak Wealth Advisors's JPST Position: Q3 2022 in Review

Regent Peak Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 10,332 shares — an estimated $517K sold.

Regent Peak Wealth Advisors first reported a position in JPST in Q4 2019 and held it in 8 quarters. The position peaked at $4.99M in Q4 2019. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Regent Peak Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
Regent Peak Wealth Advisors sold 10,332 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $517K.
Regent Peak Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 8 quarters.
Regent Peak Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.99M in Q4 2019.
858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.