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Smart Money Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Smart Money 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
2020
Q4 		– Sell
-12,640
Closed -$642K – 76
2020
Q3 		$642K Buy
+12,640
New +$642K 0.28% 66

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Smart Money Group's JPST Position: Q4 2020 in Review

Smart Money Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2020, closing a stake of 12,640 shares — an estimated $642K sold.

Smart Money Group first reported a position in JPST in Q3 2020 and held it in 1 quarter. The position peaked at $642K in Q3 2020. 663 funds tracked by Wall St. Rank hold JPST as of Q4 2020.

  • Smart Money Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 12,640 JPMorgan Ultra-Short Income ETF shares in Q4 2020, an estimated $642K.
  • Smart Money Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 1 quarter.
  • Smart Money Group's JPMorgan Ultra-Short Income ETF position peaked at $642K in Q3 2020.
  • 663 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.