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Sonora Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sonora Investment 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
Q3 		$81K Buy
+1,600
New +$81.2K 0.01% 330
2020
Q3 		– Sell
-1,485
Closed -$75K – 1832
2020
Q2 		$75K Hold
1,485
– – 0.01% 394
2020
Q1 		$74K Buy
+1,485
New +$74.7K 0.01% 368

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Sonora Investment Management's JPST Position: Q3 2021 in Review

Sonora Investment Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2021: 1,600 shares worth $81K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in JPST as recently as Q2 2020.

Sonora Investment Management first reported a position in JPST in Q1 2020 and has held it in 3 quarters since. 699 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

  • Sonora Investment Management held 1,600 shares of JPMorgan Ultra-Short Income ETF worth $81K as of Q3 2021.
  • JPMorgan Ultra-Short Income ETF was a new Sonora Investment Management position in Q3 2021.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #330 holding.
  • Sonora Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 3 quarters since.
  • 699 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.