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Mid Atlantic Financial Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mid Atlantic Financial 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
2020
Q4 		– Sell
-135,856
Closed -$6.89M – 812
2020
Q3 		$6.89M Sell
135,856
-78,793
-37% -$4M 0.6% 24
2020
Q2 		$10.9M Buy
+214,649
New +$10.8M 1.05% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Mid Atlantic Financial Management's JPST Position: Q4 2020 in Review

Mid Atlantic Financial Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2020, closing a stake of 135,856 shares — an estimated $6.89M sold.

Mid Atlantic Financial Management first reported a position in JPST in Q2 2020 and held it in 2 quarters. The position peaked at $10.9M in Q2 2020. 663 funds tracked by Wall St. Rank hold JPST as of Q4 2020.

  • Mid Atlantic Financial Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 135,856 JPMorgan Ultra-Short Income ETF shares in Q4 2020, an estimated $6.89M.
  • Mid Atlantic Financial Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 2 quarters.
  • Mid Atlantic Financial Management's JPMorgan Ultra-Short Income ETF position peaked at $10.9M in Q2 2020.
  • 663 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q4 2020, filed 10 Feb 2021.