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Hobart Private Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hobart Private Capital’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
-6,717
Closed -$341K – 150
2020
Q2 		$341K Sell
6,717
-127
-2% -$6.4K 0.19% 125
2020
Q1 		$340K Sell
6,844
-3,602
-34% -$181K 0.23% 110
2019
Q4 		$527K Buy
10,446
+67
+0.6% +$3.38K 0.32% 76
2019
Q3 		$523K Sell
10,379
-330
-3% -$16.7K 0.36% 63
2019
Q2 		$540K Buy
10,709
+5,841
+120% +$294K 0.38% 60
2019
Q1 		$245K Buy
+4,868
New +$245K 0.19% 139

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

Hobart Private Capital's JPST Position: Q3 2020 in Review

Hobart Private Capital sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2020, closing a stake of 6,717 shares — an estimated $341K sold.

Hobart Private Capital first reported a position in JPST in Q1 2019 and held it in 6 quarters. The position peaked at $540K in Q2 2019. 586 funds tracked by Wall St. Rank hold JPST as of Q3 2020.

  • Hobart Private Capital reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2020 after selling out during the quarter.
  • Hobart Private Capital sold 6,717 JPMorgan Ultra-Short Income ETF shares in Q3 2020, an estimated $341K.
  • Hobart Private Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 6 quarters.
  • Hobart Private Capital's JPMorgan Ultra-Short Income ETF position peaked at $540K in Q2 2019.
  • 586 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2020.

Based on Hobart Private Capital's 13F filing for Q3 2020, filed 11 Mar 2024.