Tru Independence Asset Management 2’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Tru Independence Asset Management 2’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
2023 Q1	$209K	Buy	+4,151	New	+$209K	0.21%	68
2022 Q3	$8.63M	Sell	171,972 -129,016	-43%	-$6.47M	9.17%	3
2022 Q2	$15.1M	Buy	300,988 +45,664	+18%	+$2.29M	12.41%	1
2022 Q1	$12.8M	Buy	255,324 +93,384	+58%	+$4.7M	7.37%	3
2021 Q4	$8.18M	Sell	161,940 -11,760	-7%	-$595K	4.33%	6
2021 Q3	$8.81M	Buy	173,700 +39,341	+29%	+$2M	6.25%	3
2021 Q2	$6.82M	Buy	134,359 +76,251	+131%	+$3.87M	4.65%	2
2021 Q1	$2.95M	Buy	58,108 +54,230	+1,398%	+$2.75M	2.33%	15
2020 Q4	$197K	Buy	+3,878	New	+$197K	0.17%	96

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HWM

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

Tru Independence Asset Management 2's JPST Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2023: 4,151 shares worth $209K. The stake represents 0.21% of the portfolio and ranks #68 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in JPST as recently as Q3 2022.

Tru Independence Asset Management 2 first reported a position in JPST in Q4 2020 and has held it in 9 quarters since. The position peaked at $15.1M in Q2 2022. 913 funds tracked by Wall St. Rank hold JPST as of Q1 2023.

Tru Independence Asset Management 2 held 4,151 shares of JPMorgan Ultra-Short Income ETF worth $209K as of Q1 2023.
JPMorgan Ultra-Short Income ETF was a new Tru Independence Asset Management 2 position in Q1 2023.
JPMorgan Ultra-Short Income ETF made up 0.21% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #68 holding.
Tru Independence Asset Management 2 first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 9 quarters since.
Tru Independence Asset Management 2's JPMorgan Ultra-Short Income ETF position peaked at $15.1M in Q2 2022.
913 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.