IFAM
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Institutional & Family Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-5,066
Closed -$257K – 967
2020
Q4 		$257K Sell
5,066
-165
-3% -$8.38K 0.05% 160
2020
Q3 		$266K Buy
5,231
+17
+0.3% +$864 0.06% 140
2020
Q2 		$265K Buy
5,214
+24
+0.5% +$1.21K 0.06% 147
2020
Q1 		$258K Buy
5,190
+29
+0.6% +$1.46K 0.06% 132
2019
Q4 		$260K Buy
5,161
+31
+0.6% +$1.56K 0.06% 148
2019
Q3 		$259K Sell
5,130
-264
-5% -$13.3K 0.06% 143
2019
Q2 		$272K Sell
5,394
-380
-7% -$19.1K 0.06% 147
2019
Q1 		$290K Buy
5,774
+195
+3% +$9.8K 0.06% 156
2018
Q4 		$280K Buy
5,579
+28
+0.5% +$1.41K 0.07% 140
2018
Q3 		$278K Buy
+5,551
New +$279K 0.06% 161

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return