Purus Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Purus Wealth 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	–	Sell	-7,869	Closed	-$399K	–	120
2021 Q3	$399K	Buy	7,869 +3,793	+93%	+$192K	0.28%	63
2021 Q2	$207K	Buy	4,076 +1	+0%	+$51	0.15%	84
2021 Q1	$207K	Sell	4,075 -175	-4%	-$8.89K	0.17%	77
2020 Q4	$216K	Buy	+4,250	New	+$216K	0.19%	68

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

Purus Wealth Management's JPST Position: Q4 2021 in Review

Purus Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2021, closing a stake of 7,869 shares — an estimated $399K sold.

Purus Wealth Management first reported a position in JPST in Q4 2020 and held it in 4 quarters. The position peaked at $399K in Q3 2021. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

Purus Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2021 after selling out during the quarter.
Purus Wealth Management sold 7,869 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $399K.
Purus Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 4 quarters.
Purus Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $399K in Q3 2021.
783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on Purus Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.