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

Vigilare 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 Q1	–	Sell	-4,375	Closed	-$221K	–	150
2021 Q4	$221K	Sell	4,375 -11,116	-72%	-$562K	0.13%	164
2021 Q3	$786K	Sell	15,491 -6,731	-30%	-$341K	0.49%	52
2021 Q2	$1.13M	Sell	22,222 -3,367	-13%	-$171K	0.68%	42
2021 Q1	$1.3M	Sell	25,589 -26,369	-51%	-$1.34M	0.92%	28
2020 Q4	$2.64M	Buy	51,958 +27,740	+115%	+$1.41M	2.5%	7
2020 Q3	$1.23M	Buy	24,218 +6,250	+35%	+$318K	1.28%	20
2020 Q2	$912K	Buy	+17,968	New	+$905K	0.93%	31
2020 Q1	–	Sell	-72,718	Closed	-$3.67M	–	132
2019 Q4	$3.67M	Buy	+72,718	New	+$3.67M	2.45%	5

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

Vigilare Wealth Management's JPST Position: Q1 2022 in Review

Vigilare Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 4,375 shares — an estimated $221K sold.

Vigilare Wealth Management first reported a position in JPST in Q4 2019 and held it in 8 quarters. The position peaked at $3.67M in Q4 2019. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

Vigilare Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
Vigilare Wealth Management sold 4,375 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $221K.
Vigilare Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 8 quarters.
Vigilare Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $3.67M in Q4 2019.
811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Vigilare Wealth Management's 13F filing for Q1 2022, filed 6 Apr 2022.