WealthOne’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

WealthOne’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 Q4	–	Sell	-4,925	Closed	-$247K	–	119
2022 Q3	$247K	Sell	4,925 -195	-4%	-$9.78K	0.11%	88
2022 Q2	$256K	Buy	+5,120	New	+$257K	0.1%	95
2019 Q1	–	Sell	-4,199	Closed	-$210K	–	325
2018 Q4	$210K	Buy	+4,199	New	+$211K	0.18%	72

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

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

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

AAS

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WealthOne's JPST Position: Q4 2022 in Review

WealthOne sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2022, closing a stake of 4,925 shares — an estimated $247K sold.

WealthOne first reported a position in JPST in Q4 2018 and held it in 3 quarters. The position peaked at $256K in Q2 2022. 930 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

WealthOne reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2022 after selling out during the quarter.
WealthOne sold 4,925 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $247K.
WealthOne first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 3 quarters.
WealthOne's JPMorgan Ultra-Short Income ETF position peaked at $256K in Q2 2022.
930 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on WealthOne's 13F filing for Q4 2022, filed 24 Jan 2023.