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Retirement Planning Group (Kansas)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		– Sell
-5,443
Closed -$275K – 113
2021
Q4 		$275K Sell
5,443
-575
-10% -$29.1K 0.03% 88
2021
Q3 		$305K Sell
6,018
-2,364
-28% -$120K 0.03% 71
2021
Q2 		$425K Buy
+8,382
New +$425K 0.05% 61

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Retirement Planning Group (Kansas)'s JPST Position: Q1 2022 in Review

Retirement Planning Group (Kansas) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 5,443 shares — an estimated $275K sold.

Retirement Planning Group (Kansas) first reported a position in JPST in Q2 2021 and held it in 3 quarters. The position peaked at $425K in Q2 2021. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

  • Retirement Planning Group (Kansas) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 5,443 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $275K.
  • Retirement Planning Group (Kansas) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and held it in 3 quarters.
  • Retirement Planning Group (Kansas)'s JPMorgan Ultra-Short Income ETF position peaked at $425K in Q2 2021.
  • 811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2022, filed 19 Apr 2022.