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Strata Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Strata Wealth Advisors’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
2023
Q1 		– Sell
-6,000
Closed -$301K – 54
2022
Q4 		$301K Buy
+6,000
New +$301K 0.17% 43

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Strata Wealth Advisors's JPST Position: Q1 2023 in Review

Strata Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2023, closing a stake of 6,000 shares — an estimated $301K sold.

Strata Wealth Advisors first reported a position in JPST in Q4 2022 and held it in 1 quarter. The position peaked at $301K in Q4 2022. 913 funds tracked by Wall St. Rank hold JPST as of Q1 2023.

  • Strata Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2023 after selling out during the quarter.
  • Strata Wealth Advisors sold 6,000 JPMorgan Ultra-Short Income ETF shares in Q1 2023, an estimated $301K.
  • Strata Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 1 quarter.
  • Strata Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $301K in Q4 2022.
  • 913 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2023.

Based on Strata Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.