Ziegler Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ziegler Capital 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	-5,200	Closed	-$262K	–	402
2021 Q4	$262K	Hold	5,200	–	–	0.01%	401
2021 Q3	$264K	Sell	5,200 -1,000	-16%	-$50.7K	0.01%	411
2021 Q2	$315K	Buy	6,200 +200	+3%	+$10.1K	0.01%	406
2021 Q1	$305K	Buy	6,000 +800	+15%	+$40.6K	0.01%	401
2020 Q4	$264K	Buy	+5,200	New	+$264K	0.01%	405

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

Ziegler Capital Management's JPST Position: Q1 2022 in Review

Ziegler Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2022, closing a stake of 5,200 shares — an estimated $262K sold.

Ziegler Capital Management first reported a position in JPST in Q4 2020 and held it in 5 quarters. The position peaked at $315K in Q2 2021. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

Ziegler Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2022 after selling out during the quarter.
Ziegler Capital Management sold 5,200 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $262K.
Ziegler Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 5 quarters.
Ziegler Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $315K in Q2 2021.
811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Ziegler Capital Management's 13F filing for Q1 2022, filed 4 May 2022.