Tatro Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Tatro Capital’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 Q1	$482K	Sell	9,582 -899	-9%	-$45.3K	0.36%	46
2021 Q4	$529K	Buy	10,481 +1	+0%	+$51	0.38%	43
2021 Q3	$532K	Buy	10,480 +1	+0%	+$51	0.42%	39
2021 Q2	$532K	Buy	10,479 +3,941	+60%	+$200K	0.36%	48
2021 Q1	$332K	Buy	6,538 +2	+0%	+$102	0.26%	65
2020 Q4	$332K	Buy	6,536 +1	+0%	+$51	0.31%	54
2020 Q3	$332K	Buy	+6,535	New	+$332K	0.38%	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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

AAS

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

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

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

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

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

HWM

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

Tatro Capital's JPST Position: Q1 2022 in Review

Tatro Capital reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.6% in Q1 2022, selling an estimated $45.3K and leaving 9,582 shares worth $482K. The position accounts for 0.36% of the portfolio, ranked #46.

Tatro Capital first reported a position in JPST in Q3 2020 and has held it in 7 quarters since. The position peaked at $532K in Q3 2021. 810 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

Tatro Capital held 9,582 shares of JPMorgan Ultra-Short Income ETF worth $482K as of Q1 2022.
Tatro Capital sold 899 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $45.3K.
JPMorgan Ultra-Short Income ETF made up 0.36% of Tatro Capital's portfolio in Q1 2022, its #46 holding.
Tatro Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 7 quarters since.
Tatro Capital's JPMorgan Ultra-Short Income ETF position peaked at $532K in Q3 2021.
810 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Tatro Capital's 13F filing for Q1 2022, filed 13 May 2022.