20/20 Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

20/20 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
2021 Q2	$10.6M	Buy	207,971 +3,191	+2%	+$162K	2.73%	9
2021 Q1	$10.4M	Sell	204,780 -28,278	-12%	-$1.44M	3.01%	7
2020 Q4	$11.8M	Sell	233,058 -14,385	-6%	-$731K	3.46%	6
2020 Q3	$12.6M	Buy	247,443 +7,291	+3%	+$370K	4.73%	4
2020 Q2	$12.2M	Sell	240,152 -6,543	-3%	-$330K	4.71%	4
2020 Q1	$12.4M	Sell	246,695 -27,790	-10%	-$1.4M	5.57%	4
2019 Q4	$13.9M	Buy	+274,485	New	+$13.9M	5.58%	4

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

20/20 Capital Management's JPST Position: Q2 2021 in Review

20/20 Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.6% in Q2 2021, buying an estimated $162K and bringing the position to 207,971 shares worth $10.6M. The position accounts for 2.73% of the portfolio, ranked #9.

20/20 Capital Management first reported a position in JPST in Q4 2019 and has held it in 7 quarters since. The position peaked at $13.9M in Q4 2019. 690 funds tracked by Wall St. Rank hold JPST as of Q2 2021.

20/20 Capital Management held 207,971 shares of JPMorgan Ultra-Short Income ETF worth $10.6M as of Q2 2021.
20/20 Capital Management bought 3,191 JPMorgan Ultra-Short Income ETF shares in Q2 2021, an estimated $162K.
JPMorgan Ultra-Short Income ETF made up 2.73% of 20/20 Capital Management's portfolio in Q2 2021, its #9 holding.
20/20 Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $13.9M in Q4 2019.
690 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.