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

Rehmann Capital Advisory 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 Q4	–	Sell	-4,012	Closed	-$201K	–	568
2022 Q3	$201K	Buy	+4,012	New	+$201K	0.02%	489
2022 Q2	–	Sell	-12,274	Closed	-$617K	–	530
2022 Q1	$617K	Buy	12,274 +765	+7%	+$38.5K	0.06%	270
2021 Q4	$581K	Hold	11,509	–	–	0.05%	286
2021 Q3	$584K	Hold	11,509	–	–	0.06%	289
2021 Q2	$584K	Buy	11,509 +6,577	+133%	+$334K	0.06%	280
2021 Q1	$250K	Hold	4,932	–	–	0.03%	455
2020 Q4	$250K	Buy	+4,932	New	+$250K	0.03%	416
2020 Q3	–	Sell	-4,891	Closed	-$248K	–	435
2020 Q2	$248K	Buy	4,891 +619	+14%	+$31.2K	0.03%	360
2020 Q1	$212K	Buy	+4,272	New	+$215K	0.03%	353
2019 Q3	–	Sell	-2,418	Closed	-$122K	–	1939
2019 Q2	$122K	Buy	2,418 +190	+9%	+$9.57K	0.02%	557
2019 Q1	$112K	Buy	2,228 +159	+8%	+$7.99K	0.02%	555
2018 Q4	$104K	Buy	+2,069	New	+$104K	0.02%	398

Other funds holding JPST

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AAS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Rehmann Capital Advisory Group's JPST Position: Q4 2022 in Review

Rehmann Capital Advisory Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 4,012 shares — an estimated $201K sold.

Rehmann Capital Advisory Group first reported a position in JPST in Q4 2018 and held it in 12 quarters. The position peaked at $617K in Q1 2022. 930 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Rehmann Capital Advisory Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 4,012 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $201K.
Rehmann Capital Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 12 quarters.
Rehmann Capital Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $617K in Q1 2022.
930 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.