Sanford Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sanford Advisory Services’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 Q4	$4.84M	Sell	96,473 -9,122	-9%	-$457K	1.15%	19
2022 Q3	$5.3M	Buy	105,595 +81,769	+343%	+$4.1M	1.51%	14
2022 Q2	$1.19M	Buy	+23,826	New	+$1.2M	0.34%	36

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Sanford Advisory Services's JPST Position: Q4 2022 in Review

Sanford Advisory Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.6% in Q4 2022, selling an estimated $457K and leaving 96,473 shares worth $4.84M. The position accounts for 1.15% of the portfolio, ranked #19.

Sanford Advisory Services first reported a position in JPST in Q2 2022 and has held it in 3 quarters since. The position peaked at $5.3M in Q3 2022. 929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Sanford Advisory Services held 96,473 shares of JPMorgan Ultra-Short Income ETF worth $4.84M as of Q4 2022.
Sanford Advisory Services sold 9,122 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $457K.
JPMorgan Ultra-Short Income ETF made up 1.15% of Sanford Advisory Services's portfolio in Q4 2022, its #19 holding.
Sanford Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 3 quarters since.
Sanford Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $5.3M in Q3 2022.
929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.