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Allegiant Private Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Allegiant Private Advisors’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 		$1.65M Buy
32,425
+22,300
+220% +$1.13M 0.27% 63
2021
Q1 		$514K Buy
10,125
+1,700
+20% +$86.3K 0.09% 96
2020
Q4 		$428K Buy
+8,425
New +$428K 0.09% 99

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Allegiant Private Advisors's JPST Position: Q2 2021 in Review

Allegiant Private Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 220% in Q2 2021, buying an estimated $1.13M and bringing the position to 32,425 shares worth $1.65M. The position accounts for 0.27% of the portfolio, ranked #63.

Allegiant Private Advisors first reported a position in JPST in Q4 2020 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold JPST as of Q2 2021.

  • Allegiant Private Advisors held 32,425 shares of JPMorgan Ultra-Short Income ETF worth $1.65M as of Q2 2021.
  • Allegiant Private Advisors bought 22,300 JPMorgan Ultra-Short Income ETF shares in Q2 2021, an estimated $1.13M.
  • JPMorgan Ultra-Short Income ETF made up 0.27% of Allegiant Private Advisors's portfolio in Q2 2021, its #63 holding.
  • Allegiant Private Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.