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

Ridgecrest 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	-10,054	Closed	-$504K	–	105
2022 Q2	$504K	Sell	10,054 -11,209	-53%	-$562K	0.37%	52
2022 Q1	$1.07M	Sell	21,263 -55,116	-72%	-$2.78M	0.68%	38
2021 Q4	$3.86M	Sell	76,379 -12,706	-14%	-$643K	1.88%	16
2021 Q3	$4.52M	Sell	89,085 -21,491	-19%	-$1.09M	2.46%	9
2021 Q2	$5.61M	Sell	110,576 -10,450	-9%	-$530K	3.5%	5
2021 Q1	$6.14M	Buy	+121,026	New	+$6.15M	5.86%	3

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

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

Ridgecrest Wealth Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 10,054 shares — an estimated $504K sold.

Ridgecrest Wealth Partners first reported a position in JPST in Q1 2021 and held it in 6 quarters. The position peaked at $6.14M in Q1 2021. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Ridgecrest Wealth Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 10,054 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $504K.
Ridgecrest Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and held it in 6 quarters.
Ridgecrest Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $6.14M in Q1 2021.
858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2022, filed 20 Oct 2022.