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New World Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

New World 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
Q3 		– Sell
-5,685
Closed -$288K – 96
2021
Q2 		$288K Buy
+5,685
New +$288K 0.19% 84

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

New World Advisors's JPST Position: Q3 2021 in Review

New World Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2021, closing a stake of 5,685 shares — an estimated $288K sold.

New World Advisors first reported a position in JPST in Q2 2021 and held it in 1 quarter. The position peaked at $288K in Q2 2021. 698 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

  • New World Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2021 after selling out during the quarter.
  • New World Advisors sold 5,685 JPMorgan Ultra-Short Income ETF shares in Q3 2021, an estimated $288K.
  • New World Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and held it in 1 quarter.
  • New World Advisors's JPMorgan Ultra-Short Income ETF position peaked at $288K in Q2 2021.
  • 698 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on New World Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.