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

Professional 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 Q3	$887K	Buy	17,502 +3,930	+29%	+$199K	0.42%	51
2021 Q2	$688K	Buy	13,572 +1,566	+13%	+$79.5K	0.32%	58
2021 Q1	$609K	Buy	12,006 +6,767	+129%	+$344K	0.3%	56
2020 Q4	$266K	Buy	+5,239	New	+$266K	0.11%	112

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

Professional Planning's JPST Position: Q3 2021 in Review

Professional Planning increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 29% in Q3 2021, buying an estimated $199K and bringing the position to 17,502 shares worth $887K. The position accounts for 0.42% of the portfolio, ranked #51.

Professional Planning first reported a position in JPST in Q4 2020 and has held it in 4 quarters since. 698 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

Professional Planning held 17,502 shares of JPMorgan Ultra-Short Income ETF worth $887K as of Q3 2021.
Professional Planning bought 3,930 JPMorgan Ultra-Short Income ETF shares in Q3 2021, an estimated $199K.
JPMorgan Ultra-Short Income ETF made up 0.42% of Professional Planning's portfolio in Q3 2021, its #51 holding.
Professional Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 4 quarters since.
698 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.