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Novak Financial Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Novak Financial Planning’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 		$1.6M Buy
31,577
+2,443
+8% +$124K 0.78% 41
2021
Q1 		$1.48M Buy
29,134
+18,360
+170% +$932K 0.81% 36
2020
Q4 		$547K Buy
+10,774
New +$547K 0.32% 78

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

Novak Financial Planning's JPST Position: Q2 2021 in Review

Novak Financial Planning increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.4% in Q2 2021, buying an estimated $124K and bringing the position to 31,577 shares worth $1.6M. The position accounts for 0.78% of the portfolio, ranked #41.

Novak Financial Planning first reported a position in JPST in Q4 2020 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold JPST as of Q2 2021.

  • Novak Financial Planning held 31,577 shares of JPMorgan Ultra-Short Income ETF worth $1.6M as of Q2 2021.
  • Novak Financial Planning bought 2,443 JPMorgan Ultra-Short Income ETF shares in Q2 2021, an estimated $124K.
  • JPMorgan Ultra-Short Income ETF made up 0.78% of Novak Financial Planning's portfolio in Q2 2021, its #41 holding.
  • Novak Financial Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.