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

Strategic 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 Q3	$64K	Buy	1,280 +555	+77%	+$27.8K	0.11%	131
2022 Q2	$36K	Hold	725	–	–	0.06%	193
2022 Q1	$36K	Sell	725 -205	-22%	-$10.3K	0.05%	204
2021 Q4	$47K	Sell	930 -12,200	-93%	-$617K	0.07%	167
2021 Q3	$666K	Buy	+13,130	New	+$666K	0.94%	24

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

AAS

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Asset Management's JPST Position: Q3 2022 in Review

Strategic Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 77% in Q3 2022, buying an estimated $27.8K and bringing the position to 1,280 shares worth $64K. The position accounts for 0.11% of the portfolio, ranked #131.

Strategic Asset Management first reported a position in JPST in Q3 2021 and has held it in 5 quarters since. The position peaked at $666K in Q3 2021. 858 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Strategic Asset Management held 1,280 shares of JPMorgan Ultra-Short Income ETF worth $64K as of Q3 2022.
Strategic Asset Management bought 555 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $27.8K.
JPMorgan Ultra-Short Income ETF made up 0.11% of Strategic Asset Management's portfolio in Q3 2022, its #131 holding.
Strategic Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $666K in Q3 2021.
858 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.