Sargent Bickham Lagudis’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sargent Bickham Lagudis’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	$59.1K	Sell	1,178 -500	-30%	-$25.1K	﹤0.01%	413
2022 Q3	$84K	Sell	1,678 -858	-34%	-$43K	0.01%	337
2022 Q2	$127K	Hold	2,536	–	–	0.01%	291
2022 Q1	$127K	Sell	2,536 -42,677	-94%	-$2.15M	0.01%	305
2021 Q4	$2.28M	Buy	45,213 +42,987	+1,931%	+$2.17M	0.17%	99
2021 Q3	$113K	Sell	2,226 -18	-0.8%	-$913	0.01%	320
2021 Q2	$114K	Sell	2,244 -53,115	-96%	-$2.69M	0.01%	330
2021 Q1	$2.81M	Buy	55,359 +51,423	+1,306%	+$2.61M	0.25%	82
2020 Q4	$200K	Hold	3,936	–	–	0.02%	241
2020 Q3	$200K	Buy	+3,936	New	+$200K	0.02%	215
2020 Q2	–	Sell	-29	Closed	-$1K	–	792
2020 Q1	$1K	Buy	+29	New	+$1.46K	﹤0.01%	743

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

Sargent Bickham Lagudis's JPST Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q4 2022, selling an estimated $25.1K and leaving 1,178 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Sargent Bickham Lagudis first reported a position in JPST in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.81M in Q1 2021. 929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Sargent Bickham Lagudis held 1,178 shares of JPMorgan Ultra-Short Income ETF worth $59.1K as of Q4 2022.
Sargent Bickham Lagudis sold 500 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $25.1K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #413 holding.
Sargent Bickham Lagudis first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 11 quarters since.
Sargent Bickham Lagudis's JPMorgan Ultra-Short Income ETF position peaked at $2.81M in Q1 2021.
929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.