IIA
JPST icon

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

IPG 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
Q2 		– Sell
-6,915
Closed -$351K – 188
2021
Q1 		$351K Buy
6,915
+2,500
+57% +$127K 0.07% 137
2020
Q4 		$224K Sell
4,415
-5,260
-54% -$267K 0.05% 151
2020
Q3 		$491K Buy
9,675
+2,500
+35% +$127K 0.14% 80
2020
Q2 		$364K Buy
7,175
+3,000
+72% +$151K 0.12% 91
2020
Q1 		$207K Buy
+4,175
New +$210K 0.09% 111

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

IPG Investment Advisors's JPST Position: Q2 2021 in Review

IPG Investment Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2021, closing a stake of 6,915 shares — an estimated $351K sold.

IPG Investment Advisors first reported a position in JPST in Q1 2020 and held it in 5 quarters. The position peaked at $491K in Q3 2020. 691 funds tracked by Wall St. Rank hold JPST as of Q2 2021.

  • IPG Investment Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2021 after selling out during the quarter.
  • IPG Investment Advisors sold 6,915 JPMorgan Ultra-Short Income ETF shares in Q2 2021, an estimated $351K.
  • IPG Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 5 quarters.
  • IPG Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $491K in Q3 2020.
  • 691 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2021.

Based on IPG Investment Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.