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Waddell & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Waddell & Associates’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
-7,505
Closed -$379K – 133
2021
Q4 		$379K Buy
+7,505
New +$380K 0.06% 86

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

Waddell & Associates's JPST Position: Q1 2022 in Review

Waddell & Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 7,505 shares — an estimated $379K sold.

Waddell & Associates first reported a position in JPST in Q4 2021 and held it in 1 quarter. The position peaked at $379K in Q4 2021. 812 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

  • Waddell & Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
  • Waddell & Associates sold 7,505 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $379K.
  • Waddell & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 1 quarter.
  • Waddell & Associates's JPMorgan Ultra-Short Income ETF position peaked at $379K in Q4 2021.
  • 812 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Waddell & Associates's 13F filing for Q1 2022, filed 21 Apr 2022.