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

Three Bridge 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 Q4	–	Sell	-6,000	Closed	-$301K	–	85
2022 Q3	$301K	Sell	6,000 -4,000	-40%	-$201K	0.15%	67
2022 Q2	$501K	Sell	10,000 -1,000	-9%	-$50.2K	0.25%	57
2022 Q1	$553K	Buy	+11,000	New	+$554K	0.15%	58

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

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

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

AAS

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

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

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

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

Three Bridge Wealth Advisors's JPST Position: Q4 2022 in Review

Three Bridge Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 6,000 shares — an estimated $301K sold.

Three Bridge Wealth Advisors first reported a position in JPST in Q1 2022 and held it in 3 quarters. The position peaked at $553K in Q1 2022. 929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Three Bridge Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
Three Bridge Wealth Advisors sold 6,000 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $301K.
Three Bridge Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and held it in 3 quarters.
Three Bridge Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $553K in Q1 2022.
929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Three Bridge Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.