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

FormulaFolio 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
Q2 		$3K Hold
64
– – ﹤0.01% 401
2021
Q1 		$3K Buy
+64
New +$3.25K ﹤0.01% 378

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

FormulaFolio Investments's JPST Position: Q2 2021 in Review

FormulaFolio Investments held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2021 at 64 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

FormulaFolio Investments first reported a position in JPST in Q1 2021 and has held it in 2 quarters since. 690 funds tracked by Wall St. Rank hold JPST as of Q2 2021.

  • FormulaFolio Investments held 64 shares of JPMorgan Ultra-Short Income ETF worth $3K as of Q2 2021.
  • FormulaFolio Investments left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2021.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #401 holding.
  • FormulaFolio Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 2 quarters since.
  • 690 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.