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

LBMC 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
-4,233
Closed -$215K – 167
2021
Q1 		$215K Buy
+4,233
New +$215K 0.02% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

LBMC Investment Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2021, closing a stake of 4,233 shares — an estimated $215K sold.

LBMC Investment Advisors first reported a position in JPST in Q1 2021 and held it in 1 quarter. The position peaked at $215K in Q1 2021. 690 funds tracked by Wall St. Rank hold JPST as of Q2 2021.

  • LBMC Investment Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2021 after selling out during the quarter.
  • LBMC Investment Advisors sold 4,233 JPMorgan Ultra-Short Income ETF shares in Q2 2021, an estimated $215K.
  • LBMC Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and held it in 1 quarter.
  • LBMC Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $215K in Q1 2021.
  • 690 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2021.

Based on LBMC Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.