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Revolve Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Revolve Wealth Partners’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
-6,721
Closed -$337K – 139
2022
Q2 		$337K Hold
6,721
– – 0.11% 89
2022
Q1 		$338K Sell
6,721
-15,300
-69% -$771K 0.1% 97
2021
Q4 		$1.11M Buy
+22,021
New +$1.11M 0.32% 53

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Revolve Wealth Partners's JPST Position: Q3 2022 in Review

Revolve Wealth Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 6,721 shares — an estimated $337K sold.

Revolve Wealth Partners first reported a position in JPST in Q4 2021 and held it in 3 quarters. The position peaked at $1.11M in Q4 2021. 859 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

  • Revolve Wealth Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
  • Revolve Wealth Partners sold 6,721 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $337K.
  • Revolve Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 3 quarters.
  • Revolve Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $1.11M in Q4 2021.
  • 859 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Revolve Wealth Partners's 13F filing for Q3 2022, filed 12 Oct 2022.