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BSW Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BSW Wealth Partners’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 		– Sell
-5,190
Closed -$263K – 249
2021
Q1 		$263K Sell
5,190
-720
-12% -$36.6K 0.08% 162
2020
Q4 		$300K Sell
5,910
-3,637
-38% -$185K 0.09% 125
2020
Q3 		$485K Sell
9,547
-135,234
-93% -$6.87M 0.18% 71
2020
Q2 		$7.34M Buy
144,781
+29,675
+26% +$1.49M 2.46% 11
2020
Q1 		$5.72M Buy
115,106
+5,940
+5% +$299K 2.37% 11
2019
Q4 		$5.5M Sell
109,166
-10,508
-9% -$530K 1.88% 14
2019
Q3 		$6.04M Sell
119,674
-8,189
-6% -$413K 2.32% 12
2019
Q2 		$6.44M Buy
127,863
+5,277
+4% +$266K 2.44% 10
2019
Q1 		$6.17M Sell
122,586
-34,680
-22% -$1.74M 2.44% 11
2018
Q4 		$7.88M Buy
157,266
+71,075
+82% +$3.57M 2.98% 12
2018
Q3 		$2.72M Sell
86,191
-24,095
-22% -$1.21M 1.04% 16
2018
Q2 		$5.53M Buy
+110,286
New +$5.53M 2.39% 9

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

BSW Wealth Partners's JPST Position: Q2 2021 in Review

BSW Wealth Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2021, closing a stake of 5,190 shares — an estimated $263K sold.

BSW Wealth Partners first reported a position in JPST in Q2 2018 and held it in 12 quarters. The position peaked at $7.88M in Q4 2018. 690 funds tracked by Wall St. Rank hold JPST as of Q2 2021.

  • BSW Wealth Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 5,190 JPMorgan Ultra-Short Income ETF shares in Q2 2021, an estimated $263K.
  • BSW Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and held it in 12 quarters.
  • BSW Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $7.88M in Q4 2018.
  • 690 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2021.

Based on BSW Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.