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

RegentAtlantic Capital’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	$258K	Buy	5,145 +1,110	+28%	+$55.6K	0.01%	588
2022 Q2	$202K	Buy	+4,035	New	+$202K	0.01%	643
2018 Q3	–	Sell	-6,300	Closed	-$316K	–	438
2018 Q2	$316K	Buy	+6,300	New	+$316K	0.03%	337

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

RegentAtlantic Capital's JPST Position: Q3 2022 in Review

RegentAtlantic Capital increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 28% in Q3 2022, buying an estimated $55.6K and bringing the position to 5,145 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #588.

RegentAtlantic Capital first reported a position in JPST in Q2 2018 and has held it in 3 quarters since. The position peaked at $316K in Q2 2018. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

RegentAtlantic Capital held 5,145 shares of JPMorgan Ultra-Short Income ETF worth $258K as of Q3 2022.
RegentAtlantic Capital bought 1,110 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $55.6K.
JPMorgan Ultra-Short Income ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #588 holding.
RegentAtlantic Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 3 quarters since.
RegentAtlantic Capital's JPMorgan Ultra-Short Income ETF position peaked at $316K in Q2 2018.
858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.