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USA Financial Formulas’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

USA Financial Formulas’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
-305
Closed -$15K – 426
2021
Q4 		$15K Buy
+305
New +$15.4K 0.01% 179

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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

USA Financial Formulas's JPST Position: Q1 2022 in Review

USA Financial Formulas sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 305 shares — an estimated $15K sold.

USA Financial Formulas first reported a position in JPST in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

  • USA Financial Formulas reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
  • USA Financial Formulas sold 305 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $15K.
  • USA Financial Formulas first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 1 quarter.
  • USA Financial Formulas's JPMorgan Ultra-Short Income ETF position peaked at $15K in Q4 2021.
  • 811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.