Hayden Royal’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hayden Royal’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 Q3	–	Sell	-11,754	Closed	-$596K	–	148
2021 Q2	$596K	Sell	11,754 -382	-3%	-$19.4K	0.33%	76
2021 Q1	$616K	Buy	+12,136	New	+$616K	0.35%	68
2020 Q4	–	Sell	-16,572	Closed	-$841K	–	515
2020 Q3	$841K	Buy	+16,572	New	+$842K	0.45%	57

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Hayden Royal's JPST Position: Q3 2021 in Review

Hayden Royal sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2021, closing a stake of 11,754 shares — an estimated $596K sold.

Hayden Royal first reported a position in JPST in Q3 2020 and held it in 3 quarters. The position peaked at $841K in Q3 2020. 698 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

Hayden Royal reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 11,754 JPMorgan Ultra-Short Income ETF shares in Q3 2021, an estimated $596K.
Hayden Royal first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 3 quarters.
Hayden Royal's JPMorgan Ultra-Short Income ETF position peaked at $841K in Q3 2020.
698 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.