Monument Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Monument Capital 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
2021 Q1	–	Sell	-49,814	Closed	-$2.53M	–	110
2020 Q4	$2.53M	Buy	49,814 +4,512	+10%	+$229K	1.17%	35
2020 Q3	$2.3M	Buy	45,302 +8,047	+22%	+$409K	1.21%	37
2020 Q2	$1.89M	Buy	37,255 +5,347	+17%	+$269K	1.11%	48
2020 Q1	$1.58M	Buy	31,908 +3,695	+13%	+$186K	1.14%	50
2019 Q4	$1.42M	Buy	28,213 +3,175	+13%	+$160K	0.73%	59
2019 Q3	$1.26M	Buy	25,038 +554	+2%	+$28K	0.69%	64
2019 Q2	$1.23M	Buy	24,484 +8,334	+52%	+$420K	0.67%	65
2019 Q1	$812K	Buy	16,150 +3,904	+32%	+$196K	0.46%	68
2018 Q4	$614K	Buy	12,246 +5,507	+82%	+$276K	0.38%	71
2018 Q3	$338K	Buy	+6,739	New	+$338K	0.19%	78

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Monument Capital Management's JPST Position: Q1 2021 in Review

Monument Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2021, closing a stake of 49,814 shares — an estimated $2.53M sold.

Monument Capital Management first reported a position in JPST in Q3 2018 and held it in 10 quarters. The position peaked at $2.53M in Q4 2020. 683 funds tracked by Wall St. Rank hold JPST as of Q1 2021.

Monument Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2021 after selling out during the quarter.
Monument Capital Management sold 49,814 JPMorgan Ultra-Short Income ETF shares in Q1 2021, an estimated $2.53M.
Monument Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 10 quarters.
Monument Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $2.53M in Q4 2020.
683 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2021.

Based on Monument Capital Management's 13F filing for Q1 2021, filed 12 Apr 2021.