Riversedge Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Riversedge Advisors’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
2023 Q2	–	Sell	-13,082	Closed	-$658K	–	73
2023 Q1	$658K	Sell	13,082 -296	-2%	-$14.9K	0.19%	42
2022 Q4	$671K	Sell	13,378 -1,719	-11%	-$86.2K	0.22%	44
2022 Q3	$757K	Buy	15,097 +1,071	+8%	+$53.7K	0.27%	39
2022 Q2	$703K	Buy	14,026 +552	+4%	+$27.7K	0.26%	39
2022 Q1	$677K	Buy	13,474 +1,034	+8%	+$52.1K	0.22%	39
2021 Q4	$628K	Buy	12,440 +32	+0.3%	+$1.62K	0.2%	40
2021 Q3	$629K	Buy	+12,408	New	+$629K	0.22%	38

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Riversedge Advisors's JPST Position: Q2 2023 in Review

Riversedge Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2023, closing a stake of 13,082 shares — an estimated $658K sold.

Riversedge Advisors first reported a position in JPST in Q3 2021 and held it in 7 quarters. The position peaked at $757K in Q3 2022. 949 funds tracked by Wall St. Rank hold JPST as of Q2 2023.

Riversedge Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2023 after selling out during the quarter.
Riversedge Advisors sold 13,082 JPMorgan Ultra-Short Income ETF shares in Q2 2023, an estimated $658K.
Riversedge Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and held it in 7 quarters.
Riversedge Advisors's JPMorgan Ultra-Short Income ETF position peaked at $757K in Q3 2022.
949 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2023.

Based on Riversedge Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.