Paradigm Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Paradigm Financial 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 Q4	$2.37M	Sell	46,928 -1,806	-4%	-$91.4K	0.52%	47
2021 Q3	$2.47M	Sell	48,734 -5,044	-9%	-$256K	0.57%	46
2021 Q2	$2.73M	Sell	53,778 -6,321	-11%	-$321K	0.61%	45
2021 Q1	$3.05M	Sell	60,099 -65,529	-52%	-$3.33M	0.74%	38
2020 Q4	$6.38M	Sell	125,628 -314,752	-71%	-$16M	1.73%	17
2020 Q3	$22.4M	Buy	440,380 +344,086	+357%	+$17.5M	6.35%	2
2020 Q2	$4.88M	Sell	96,294 -6,240	-6%	-$314K	1.55%	21
2020 Q1	$5.09M	Sell	102,534 -2,850	-3%	-$143K	1.89%	18
2019 Q4	$5.32M	Sell	105,384 -2,037	-2%	-$103K	1.82%	14
2019 Q3	$5.42M	Buy	107,421 +22,973	+27%	+$1.16M	2.12%	12
2019 Q2	$4.25M	Buy	84,448 +25,358	+43%	+$1.28M	1.57%	19
2019 Q1	$2.97M	Buy	59,090 +16,992	+40%	+$854K	1.13%	32
2018 Q4	$2.11M	Buy	42,098 +36,984	+723%	+$1.86M	0.94%	36
2018 Q3	$256K	Buy	+5,114	New	+$257K	0.1%	108

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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

Paradigm Financial Advisors's JPST Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.7% in Q4 2021, selling an estimated $91.4K and leaving 46,928 shares worth $2.37M. The position accounts for 0.52% of the portfolio, ranked #47.

Paradigm Financial Advisors first reported a position in JPST in Q3 2018 and has held it in 14 quarters since. The position peaked at $22.4M in Q3 2020. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

Paradigm Financial Advisors held 46,928 shares of JPMorgan Ultra-Short Income ETF worth $2.37M as of Q4 2021.
Paradigm Financial Advisors sold 1,806 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $91.4K.
JPMorgan Ultra-Short Income ETF made up 0.52% of Paradigm Financial Advisors's portfolio in Q4 2021, its #47 holding.
Paradigm Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 14 quarters since.
Paradigm Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $22.4M in Q3 2020.
783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.