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Kesler Norman & Wride’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Kesler Norman & Wride’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
Q3 		– Sell
-6,494
Closed -$330K – 153
2021
Q2 		$330K Sell
6,494
-1,662
-20% -$84.3K 0.08% 135
2021
Q1 		$414K Hold
8,156
– – 0.1% 131
2020
Q4 		$414K Buy
+8,156
New +$414K 0.12% 127

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Kesler Norman & Wride's JPST Position: Q3 2021 in Review

Kesler Norman & Wride sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2021, closing a stake of 6,494 shares — an estimated $330K sold.

Kesler Norman & Wride first reported a position in JPST in Q4 2020 and held it in 3 quarters. The position peaked at $414K in Q1 2021. 698 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

  • Kesler Norman & Wride reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2021 after selling out during the quarter.
  • Kesler Norman & Wride sold 6,494 JPMorgan Ultra-Short Income ETF shares in Q3 2021, an estimated $330K.
  • Kesler Norman & Wride first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 3 quarters.
  • Kesler Norman & Wride's JPMorgan Ultra-Short Income ETF position peaked at $414K in Q1 2021.
  • 698 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on Kesler Norman & Wride's 13F filing for Q3 2021, filed 28 Oct 2021.