Nachman Norwood & Parrott’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Nachman Norwood & Parrott’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	$244K	Hold	4,802	–	–	0.02%	258
2021 Q1	$244K	Sell	4,802 -295	-6%	-$15K	0.03%	246
2020 Q4	$259K	Hold	5,097	–	–	0.03%	231
2020 Q3	$259K	Hold	5,097	–	–	0.03%	214
2020 Q2	$259K	Buy	5,097 +593	+13%	+$29.9K	0.04%	215
2020 Q1	$224K	Buy	+4,504	New	+$226K	0.05%	211

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Nachman Norwood & Parrott's JPST Position: Q2 2021 in Review

Nachman Norwood & Parrott held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2021 at 4,802 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #258.

Nachman Norwood & Parrott first reported a position in JPST in Q1 2020 and has held it in 6 quarters since. The position peaked at $259K in Q4 2020. 691 funds tracked by Wall St. Rank hold JPST as of Q2 2021.

Nachman Norwood & Parrott held 4,802 shares of JPMorgan Ultra-Short Income ETF worth $244K as of Q2 2021.
Nachman Norwood & Parrott left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2021.
JPMorgan Ultra-Short Income ETF made up 0.02% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #258 holding.
Nachman Norwood & Parrott first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 6 quarters since.
Nachman Norwood & Parrott's JPMorgan Ultra-Short Income ETF position peaked at $259K in Q4 2020.
691 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.