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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Secure Asset Management's JPST Position: Q2 2022 in Review

Secure Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022, closing a stake of 7,645 shares — an estimated $384K sold.

Secure Asset Management first reported a position in JPST in Q4 2019 and held it in 10 quarters. The position peaked at $928K in Q4 2019. 840 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Secure Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2022 after selling out during the quarter.
Secure Asset Management sold 7,645 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $384K.
Secure Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 10 quarters.
Secure Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $928K in Q4 2019.
840 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.