Global Wealth Management Investment Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-31	Closed	-$2K	–	491
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	394
2020 Q3	$2K	Hold	31	–	–	﹤0.01%	387
2020 Q2	$2K	Hold	31	–	–	﹤0.01%	514
2020 Q1	$2K	Hold	31	–	–	﹤0.01%	508
2019 Q4	$2K	Hold	31	–	–	﹤0.01%	516
2019 Q3	$2K	Hold	31	–	–	﹤0.01%	522
2019 Q2	$2K	Sell	31 -770	-96%	-$38.8K	﹤0.01%	575
2019 Q1	$40K	Buy	801 +293	+58%	+$14.7K	0.02%	227
2018 Q4	$25K	Buy	+508	New	+$25.5K	0.01%	274

Other funds holding JPST

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Global Wealth Management Investment Advisory's JPST Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2021, closing a stake of 31 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in JPST in Q4 2018 and held it in 9 quarters. The position peaked at $40K in Q1 2019. 683 funds tracked by Wall St. Rank hold JPST as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 31 JPMorgan Ultra-Short Income ETF shares in Q1 2021, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's JPMorgan Ultra-Short Income ETF position peaked at $40K in Q1 2019.
683 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.