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

Wealth Management Partners’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 Q3	–	Sell	-6,000	Closed	-$320K	–	96
2022 Q2	$320K	Sell	6,000 -1,000	-14%	-$50.2K	0.28%	68
2022 Q1	$340K	Hold	7,000	–	–	0.24%	75
2021 Q4	$342K	Sell	7,000 -2,156	-24%	-$109K	0.23%	83
2021 Q3	$464K	Sell	9,156 -9,967	-52%	-$506K	0.34%	62
2021 Q2	$970K	Sell	19,123 -4,122	-18%	-$209K	0.68%	42
2021 Q1	$1.18M	Sell	23,245 -9,564	-29%	-$486K	0.88%	32
2020 Q4	$1.67M	Buy	+32,809	New	+$1.67M	1.31%	17

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Management Partners's JPST Position: Q3 2022 in Review

Wealth Management Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2022, closing a stake of 6,000 shares — an estimated $320K sold.

Wealth Management Partners first reported a position in JPST in Q4 2020 and held it in 7 quarters. The position peaked at $1.67M in Q4 2020. 859 funds tracked by Wall St. Rank hold JPST as of Q3 2022.

Wealth Management Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2022 after selling out during the quarter.
Wealth Management Partners sold 6,000 JPMorgan Ultra-Short Income ETF shares in Q3 2022, an estimated $320K.
Wealth Management Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 7 quarters.
Wealth Management Partners's JPMorgan Ultra-Short Income ETF position peaked at $1.67M in Q4 2020.
859 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2022.

Based on Wealth Management Partners's 13F filing for Q3 2022, filed 21 Oct 2022.