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Pineno Levin & Ford Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pineno Levin & Ford Asset Management’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 		$848K Buy
16,805
+1,985
+13% +$100K 0.25% 66
2021
Q3 		$752K Buy
14,820
+3,140
+27% +$159K 0.24% 69
2021
Q2 		$593K Hold
11,680
– – 0.19% 74
2021
Q1 		$593K Buy
+11,680
New +$593K 0.2% 69

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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Pineno Levin & Ford Asset Management's JPST Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q4 2021, buying an estimated $100K and bringing the position to 16,805 shares worth $848K. The position accounts for 0.25% of the portfolio, ranked #66.

Pineno Levin & Ford Asset Management first reported a position in JPST in Q1 2021 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

  • Pineno Levin & Ford Asset Management held 16,805 shares of JPMorgan Ultra-Short Income ETF worth $848K as of Q4 2021.
  • Pineno Levin & Ford Asset Management bought 1,985 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $100K.
  • JPMorgan Ultra-Short Income ETF made up 0.25% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #66 holding.
  • Pineno Levin & Ford Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 4 quarters since.
  • 783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.