Cascadia Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cascadia Advisory Services’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 Q3	$1.3M	Buy	25,680 +5,019	+24%	+$255K	0.26%	106
2021 Q2	$1.05M	Sell	20,661 -3,641	-15%	-$185K	0.23%	115
2021 Q1	$1.23M	Buy	+24,302	New	+$1.23M	0.27%	106
2020 Q3	$2.05M	Sell	40,443 -5,912	-13%	-$300K	0.58%	45
2020 Q2	$2.35M	Buy	+46,355	New	+$2.33M	0.72%	30
2019 Q4	$2.18M	Buy	+43,309	New	+$2.19M	0.62%	42

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Cascadia Advisory Services's JPST Position: Q3 2021 in Review

Cascadia Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 24% in Q3 2021, buying an estimated $255K and bringing the position to 25,680 shares worth $1.3M. The position accounts for 0.26% of the portfolio, ranked #106.

Cascadia Advisory Services first reported a position in JPST in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.35M in Q2 2020. 699 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

Cascadia Advisory Services held 25,680 shares of JPMorgan Ultra-Short Income ETF worth $1.3M as of Q3 2021.
Cascadia Advisory Services bought 5,019 JPMorgan Ultra-Short Income ETF shares in Q3 2021, an estimated $255K.
JPMorgan Ultra-Short Income ETF made up 0.26% of Cascadia Advisory Services's portfolio in Q3 2021, its #106 holding.
Cascadia Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $2.35M in Q2 2020.
699 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.