Johanson Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Johanson Financial 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 Q4	$5.93M	Sell	117,455 -13,318	-10%	-$674K	1.82%	15
2021 Q3	$6.63M	Sell	130,773 -5,001	-4%	-$254K	2.28%	10
2021 Q2	$6.89M	Buy	135,774 +13,842	+11%	+$702K	2.33%	11
2021 Q1	$6.18M	Buy	121,932 +13,354	+12%	+$678K	2.26%	12
2020 Q4	$5.51M	Buy	108,578 +4,508	+4%	+$229K	2.23%	11
2020 Q3	$5.28M	Buy	104,070 +12,305	+13%	+$625K	2.36%	12
2020 Q2	$4.66M	Buy	91,765 +15,275	+20%	+$769K	2.32%	13
2020 Q1	$3.8M	Sell	76,490 -3,502,485	-98%	-$176M	2.19%	14
2019 Q4	$71M	Buy	3,578,975 +3,516,984	+5,673%	+$178M	3.37%	9
2019 Q3	$3.12M	Buy	61,991 +14,085	+29%	+$711K	1.63%	19
2019 Q2	$2.41M	Buy	47,906 +15,272	+47%	+$769K	1.28%	24
2019 Q1	$1.64M	Buy	32,634 +15,403	+89%	+$774K	0.92%	35
2018 Q4	$865K	Buy	17,231 +748	+5%	+$37.5K	0.58%	44
2018 Q3	$825K	Buy	+16,483	New	+$827K	0.48%	48

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

Johanson Financial Advisors's JPST Position: Q4 2021 in Review

Johanson Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q4 2021, selling an estimated $674K and leaving 117,455 shares worth $5.93M. The position accounts for 1.82% of the portfolio, ranked #15.

Johanson Financial Advisors first reported a position in JPST in Q3 2018 and has held it in 14 quarters since. The position peaked at $71M in Q4 2019. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

Johanson Financial Advisors held 117,455 shares of JPMorgan Ultra-Short Income ETF worth $5.93M as of Q4 2021.
Johanson Financial Advisors sold 13,318 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $674K.
JPMorgan Ultra-Short Income ETF made up 1.82% of Johanson Financial Advisors's portfolio in Q4 2021, its #15 holding.
Johanson Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 14 quarters since.
Johanson Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $71M in Q4 2019.
783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.