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Greenwich Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Greenwich Investment Management’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
-8,250
Closed -$419K – 59
2020
Q2 		$419K Sell
8,250
-12,075
-59% -$608K 0.53% 33
2020
Q1 		$1.01M Buy
+20,325
New +$1.02M 1.25% 22

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $23.6B AUM 20.99% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Greenwich Investment Management's JPST Position: Q3 2020 in Review

Greenwich Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2020, closing a stake of 8,250 shares — an estimated $419K sold.

Greenwich Investment Management first reported a position in JPST in Q1 2020 and held it in 2 quarters. The position peaked at $1.01M in Q1 2020. 586 funds tracked by Wall St. Rank hold JPST as of Q3 2020.

  • Greenwich Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2020 after selling out during the quarter.
  • Greenwich Investment Management sold 8,250 JPMorgan Ultra-Short Income ETF shares in Q3 2020, an estimated $419K.
  • Greenwich Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 2 quarters.
  • Greenwich Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $1.01M in Q1 2020.
  • 586 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2020.

Based on Greenwich Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.