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Sage Investment Advisers’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sage Investment Advisers’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
Q2 		– Sell
-4,000
Closed -$201K – 66
2022
Q1 		$201K Hold
4,000
– – 0.27% 67
2021
Q4 		$202K Buy
+4,000
New +$202K 0.26% 71

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Sage Investment Advisers's JPST Position: Q2 2022 in Review

Sage Investment Advisers sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 4,000 shares — an estimated $201K sold.

Sage Investment Advisers first reported a position in JPST in Q4 2021 and held it in 2 quarters. The position peaked at $202K in Q4 2021. 839 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

  • Sage Investment Advisers reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
  • Sage Investment Advisers sold 4,000 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $201K.
  • Sage Investment Advisers first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 2 quarters.
  • Sage Investment Advisers's JPMorgan Ultra-Short Income ETF position peaked at $202K in Q4 2021.
  • 839 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Sage Investment Advisers's 13F filing for Q2 2022, filed 15 Aug 2022.