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	0.05%	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	0.05%	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	0.06%	140
2018 Q3	$278K	Buy	+5,551	New	+$279K	0.06%	161

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Institutional & Family Asset Management's JPST Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2021, closing a stake of 5,066 shares — an estimated $257K sold.

Institutional & Family Asset Management first reported a position in JPST in Q3 2018 and held it in 10 quarters. The position peaked at $290K in Q1 2019. 683 funds tracked by Wall St. Rank hold JPST as of Q1 2021.

Institutional & Family Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 5,066 JPMorgan Ultra-Short Income ETF shares in Q1 2021, an estimated $257K.
Institutional & Family Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 10 quarters.
Institutional & Family Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $290K in Q1 2019.
683 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.