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

AXS Investments’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
Q4 		– Sell
-473,820
Closed -$24M – 211
2021
Q3 		$24M Buy
+473,820
New +$24M 9.01% 3

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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
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

AXS Investments's JPST Position: Q4 2021 in Review

AXS Investments sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2021, closing a stake of 473,820 shares — an estimated $24M sold.

AXS Investments first reported a position in JPST in Q3 2021 and held it in 1 quarter. The position peaked at $24M in Q3 2021. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

  • AXS Investments reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2021 after selling out during the quarter.
  • AXS Investments sold 473,820 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $24M.
  • AXS Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and held it in 1 quarter.
  • AXS Investments's JPMorgan Ultra-Short Income ETF position peaked at $24M in Q3 2021.
  • 783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on AXS Investments's 13F filing for Q4 2021, filed 9 Feb 2022.