Insight Wealth Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Insight Wealth Strategies’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	-15,009	Closed	-$761K	–	183
2021 Q3	$761K	Buy	15,009 +4,037	+37%	+$205K	0.11%	124
2021 Q2	$557K	Sell	10,972 -2,884	-21%	-$146K	0.08%	137
2021 Q1	$703K	Sell	13,856 -1,986	-13%	-$101K	0.09%	128
2020 Q4	$805K	Buy	15,842 +7,175	+83%	+$364K	0.14%	88
2020 Q3	$440K	Buy	8,667 +1,350	+18%	+$68.6K	0.08%	116
2020 Q2	$371K	Buy	7,317 +18	+0.2%	+$907	0.08%	109
2020 Q1	$363K	Sell	7,299 -998	-12%	-$50.2K	0.1%	100
2019 Q4	$418K	Buy	8,297 +347	+4%	+$17.5K	0.09%	147
2019 Q3	$401K	Sell	7,950 -283,102	-97%	-$14.3M	0.09%	133
2019 Q2	$14.7M	Buy	291,052 +16,921	+6%	+$853K	3.58%	8
2019 Q1	$13.8M	Buy	274,131 +10,815	+4%	+$544K	3.85%	8
2018 Q4	$13.2M	Buy	+263,316	New	+$13.2M	4.04%	8

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

Insight Wealth Strategies's JPST Position: Q4 2021 in Review

Insight Wealth Strategies sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2021, closing a stake of 15,009 shares — an estimated $761K sold.

Insight Wealth Strategies first reported a position in JPST in Q4 2018 and held it in 12 quarters. The position peaked at $14.7M in Q2 2019. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

Insight Wealth Strategies reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 15,009 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $761K.
Insight Wealth Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 12 quarters.
Insight Wealth Strategies's JPMorgan Ultra-Short Income ETF position peaked at $14.7M in Q2 2019.
783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.