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DWM Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

DWM Financial Group’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
2020
Q3 		– Sell
-71,396
Closed -$3.62M – 18
2020
Q2 		$3.62M Buy
+71,396
New +$3.6M 5.4% 7
2020
Q1 		– Sell
-69,354
Closed -$3.5M – 30
2019
Q4 		$3.5M Buy
+69,354
New +$3.5M 3.56% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

DWM Financial Group's JPST Position: Q3 2020 in Review

DWM Financial Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2020, closing a stake of 71,396 shares — an estimated $3.62M sold.

DWM Financial Group first reported a position in JPST in Q4 2019 and held it in 2 quarters. The position peaked at $3.62M in Q2 2020. 586 funds tracked by Wall St. Rank hold JPST as of Q3 2020.

  • DWM Financial Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2020 after selling out during the quarter.
  • DWM Financial Group sold 71,396 JPMorgan Ultra-Short Income ETF shares in Q3 2020, an estimated $3.62M.
  • DWM Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 2 quarters.
  • DWM Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $3.62M in Q2 2020.
  • 586 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2020.

Based on DWM Financial Group's 13F filing for Q3 2020, filed 6 Nov 2020.