Hall Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hall Capital 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
2021 Q4	–	Sell	-4,080	Closed	-$207K	–	98
2021 Q3	$207K	Sell	4,080 -1,000	-20%	-$50.7K	0.13%	93
2021 Q2	$258K	Buy	+5,080	New	+$258K	0.17%	90
2020 Q4	$332K	Sell	6,530 -100	-2%	-$5.08K	0.24%	72
2020 Q3	$337K	Buy	6,630 +430	+7%	+$21.9K	0.27%	66
2020 Q2	$315K	Hold	6,200	–	–	0.27%	68
2020 Q1	$308K	Buy	+6,200	New	+$312K	0.31%	65

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Hall Capital Management's JPST Position: Q4 2021 in Review

Hall Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2021, closing a stake of 4,080 shares — an estimated $207K sold.

Hall Capital Management first reported a position in JPST in Q1 2020 and held it in 6 quarters. The position peaked at $337K in Q3 2020. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

Hall Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2021 after selling out during the quarter.
Hall Capital Management sold 4,080 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $207K.
Hall Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 6 quarters.
Hall Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $337K in Q3 2020.
783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on Hall Capital Management's 13F filing for Q4 2021, filed 4 May 2022.