Titus Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Titus Wealth 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 Q2	$387K	Buy	7,735 +955	+14%	+$47.9K	0.19%	85
2022 Q1	$341K	Buy	6,780 +2,200	+48%	+$111K	0.15%	106
2021 Q4	$231K	Buy	4,580 +80	+2%	+$4.05K	0.1%	151
2021 Q3	$228K	Sell	4,500 -1,600	-26%	-$81.2K	0.12%	144
2021 Q2	$310K	Hold	6,100	–	–	0.17%	104
2021 Q1	$309K	Sell	6,100 -500	-8%	-$25.4K	0.18%	95
2020 Q4	$335K	Hold	6,600	–	–	0.21%	88
2020 Q3	$335K	Buy	6,600 +2,000	+43%	+$102K	0.24%	77
2020 Q2	$233K	Sell	4,600 -1,450	-24%	-$73K	0.18%	97
2020 Q1	$301K	Hold	6,050	–	–	0.28%	65
2019 Q4	$305K	Hold	6,050	–	–	0.31%	72
2019 Q3	$305K	Buy	6,050 +50	+0.8%	+$2.52K	0.28%	72
2019 Q2	$302K	Buy	6,000 +1,000	+20%	+$50.4K	0.3%	63
2019 Q1	$252	Sell	5,000 -1,504	-23%	-$75.6K	0.22%	87
2018 Q4	$326	Buy	+6,504	New	+$326K	0.28%	62
2018 Q3	–	Sell	-5,500	Closed	-$276K	–	99
2018 Q2	$276K	Buy	+5,500	New	+$276K	0.29%	64

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

AAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

HWM

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

Titus Wealth Management's JPST Position: Q2 2022 in Review

Titus Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q2 2022, buying an estimated $47.9K and bringing the position to 7,735 shares worth $387K. The position accounts for 0.19% of the portfolio, ranked #85.

Titus Wealth Management first reported a position in JPST in Q2 2018 and has held it in 16 quarters since. 839 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Titus Wealth Management held 7,735 shares of JPMorgan Ultra-Short Income ETF worth $387K as of Q2 2022.
Titus Wealth Management bought 955 JPMorgan Ultra-Short Income ETF shares in Q2 2022, an estimated $47.9K.
JPMorgan Ultra-Short Income ETF made up 0.19% of Titus Wealth Management's portfolio in Q2 2022, its #85 holding.
Titus Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 16 quarters since.
839 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.