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

Ten Capital 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
2022 Q1	–	Sell	-4	Closed	–	–	510
2021 Q4	$0	Buy	+4	New	+$202	﹤0.01%	493
2021 Q3	–	Sell	-226,992	Closed	-$11.5M	–	473
2021 Q2	$11.5M	Buy	226,992 +7,324	+3%	+$372K	2.61%	10
2021 Q1	$11.1M	Buy	219,668 +31,180	+17%	+$1.58M	2.72%	7
2020 Q4	$9.57M	Sell	188,488 -1,896	-1%	-$96.3K	2.67%	8
2020 Q3	$9.67M	Buy	+190,384	New	+$9.67M	3.26%	6

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 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 $666B AUM 30.12% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Ten Capital Wealth Advisors's JPST Position: Q1 2022 in Review

Ten Capital Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 4 shares.

Ten Capital Wealth Advisors first reported a position in JPST in Q3 2020 and held it in 5 quarters. The position peaked at $11.5M in Q2 2021. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

Ten Capital Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 4 JPMorgan Ultra-Short Income ETF shares in Q1 2022.
Ten Capital Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 5 quarters.
Ten Capital Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $11.5M in Q2 2021.
811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.