Palladiem’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Palladiem’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	-104,095	Closed	-$5.28M	–	65
2021 Q2	$5.28M	Sell	104,095 -1,097	-1%	-$55.7K	4.27%	8
2021 Q1	$5.34M	Buy	105,192 +10,110	+11%	+$513K	4.66%	10
2020 Q4	$4.83M	Buy	+95,082	New	+$4.83M	4.52%	8

Other funds holding JPST

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Palladiem's JPST Position: Q3 2021 in Review

Palladiem sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2021, closing a stake of 104,095 shares — an estimated $5.28M sold.

Palladiem first reported a position in JPST in Q4 2020 and held it in 3 quarters. The position peaked at $5.34M in Q1 2021. 698 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

Palladiem reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2021 after selling out during the quarter.
Palladiem sold 104,095 JPMorgan Ultra-Short Income ETF shares in Q3 2021, an estimated $5.28M.
Palladiem first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 3 quarters.
Palladiem's JPMorgan Ultra-Short Income ETF position peaked at $5.34M in Q1 2021.
698 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on Palladiem's 13F filing for Q3 2021, filed 10 Nov 2021.