Hochman Cole Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hochman Cole Investment Advisors’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	$1.5M	Sell	29,513 -2,161	-7%	-$110K	0.59%	38
2021 Q2	$1.61M	Sell	31,674 -4,978	-14%	-$253K	0.64%	35
2021 Q1	$1.86M	Buy	36,652 +2,576	+8%	+$131K	0.78%	30
2020 Q4	$1.73M	Sell	34,076 -1,064	-3%	-$54K	0.75%	30
2020 Q3	$1.78M	Sell	35,140 -2,797	-7%	-$142K	0.88%	26
2020 Q2	$1.93M	Buy	37,937 +3,326	+10%	+$168K	1.06%	26
2020 Q1	$1.72M	Buy	34,611 +8,852	+34%	+$445K	1.18%	25
2019 Q4	$1.3M	Buy	+25,759	New	+$1.3M	0.71%	35

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

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

Hochman Cole Investment Advisors's JPST Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.8% in Q3 2021, selling an estimated $110K and leaving 29,513 shares worth $1.5M. The position accounts for 0.59% of the portfolio, ranked #38.

Hochman Cole Investment Advisors first reported a position in JPST in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.93M in Q2 2020. 699 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

Hochman Cole Investment Advisors held 29,513 shares of JPMorgan Ultra-Short Income ETF worth $1.5M as of Q3 2021.
Hochman Cole Investment Advisors sold 2,161 JPMorgan Ultra-Short Income ETF shares in Q3 2021, an estimated $110K.
JPMorgan Ultra-Short Income ETF made up 0.59% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #38 holding.
Hochman Cole Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 8 quarters since.
Hochman Cole Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.93M in Q2 2020.
699 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.