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Pinnacle Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pinnacle Advisory Group’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
Q1 		$38.1M Sell
751,189
-459,331
-38% -$23.3M 1.75% 22
2020
Q4 		$61.5M Buy
1,210,520
+6,412
+0.5% +$326K 3.72% 5
2020
Q3 		$61.2M Sell
1,204,108
-157,673
-12% -$8.01M 4.07% 7
2020
Q2 		$69.1M Buy
+1,361,781
New +$68.6M 4.8% 3

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $59.1B AUM 18.41% 1-Year Est. Return

Pinnacle Advisory Group's JPST Position: Q1 2021 in Review

Pinnacle Advisory Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 38% in Q1 2021, selling an estimated $23.3M and leaving 751,189 shares worth $38.1M. The position accounts for 1.75% of the portfolio, ranked #22.

Pinnacle Advisory Group first reported a position in JPST in Q2 2020 and has held it in 4 quarters since. The position peaked at $69.1M in Q2 2020. 683 funds tracked by Wall St. Rank hold JPST as of Q1 2021.

  • Pinnacle Advisory Group held 751,189 shares of JPMorgan Ultra-Short Income ETF worth $38.1M as of Q1 2021.
  • Pinnacle Advisory Group sold 459,331 JPMorgan Ultra-Short Income ETF shares in Q1 2021, an estimated $23.3M.
  • JPMorgan Ultra-Short Income ETF made up 1.75% of Pinnacle Advisory Group's portfolio in Q1 2021, its #22 holding.
  • Pinnacle Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 4 quarters since.
  • Pinnacle Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $69.1M in Q2 2020.
  • 683 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.