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

HawsGoodwin 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
2021 Q4	$4.18M	Buy	82,828 +14,938	+22%	+$756K	1.22%	23
2021 Q3	$3.44M	Sell	67,890 -7,798	-10%	-$396K	1.04%	24
2021 Q2	$3.84M	Sell	75,688 -12,571	-14%	-$638K	1.18%	22
2021 Q1	$4.48M	Sell	88,259 -2,727	-3%	-$138K	1.43%	19
2020 Q4	$4.62M	Buy	90,986 +37,888	+71%	+$1.92M	1.45%	19
2020 Q3	$2.7M	Buy	53,098 +10,608	+25%	+$539K	0.96%	27
2020 Q2	$2.16M	Buy	42,490 +41,500	+4,192%	+$2.09M	0.85%	30
2020 Q1	$49K	Hold	990	–	–	0.02%	80
2019 Q4	$50K	Buy	+990	New	+$50K	0.03%	84

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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 $52.8B AUM 15.34% 1-Year Est. Return

HawsGoodwin Investment Management's JPST Position: Q4 2021 in Review

HawsGoodwin Investment Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 22% in Q4 2021, buying an estimated $756K and bringing the position to 82,828 shares worth $4.18M. The position accounts for 1.22% of the portfolio, ranked #23.

HawsGoodwin Investment Management first reported a position in JPST in Q4 2019 and has held it in 9 quarters since. The position peaked at $4.62M in Q4 2020. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

HawsGoodwin Investment Management held 82,828 shares of JPMorgan Ultra-Short Income ETF worth $4.18M as of Q4 2021.
HawsGoodwin Investment Management bought 14,938 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $756K.
JPMorgan Ultra-Short Income ETF made up 1.22% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #23 holding.
HawsGoodwin Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $4.62M in Q4 2020.
783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.