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Secure Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Secure Asset Management’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
-7,645
Closed -$384K – 197
2022
Q1 		$384K Buy
7,645
+266
+4% +$13.4K 0.17% 114
2021
Q4 		$372K Sell
7,379
-3,993
-35% -$202K 0.15% 114
2021
Q3 		$577K Buy
11,372
+72
+0.6% +$3.65K 0.28% 61
2021
Q2 		$573K Sell
11,300
-3,703
-25% -$188K 0.29% 65
2021
Q1 		$761K Buy
15,003
+694
+5% +$35.2K 0.42% 45
2020
Q4 		$727K Buy
14,309
+3,314
+30% +$168K 0.43% 51
2020
Q3 		$558K Sell
10,995
-3,959
-26% -$201K 0.38% 58
2020
Q2 		$759K Buy
14,954
+7,088
+90% +$357K 0.54% 44
2020
Q1 		$391K Sell
7,866
-10,541
-57% -$530K 0.42% 61
2019
Q4 		$928K Buy
+18,407
New +$929K 0.65% 38

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 $564B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return