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Spotlight Asset Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Spotlight Asset 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
-5,726
Closed -$291K – 151
2020
Q3 		$291K Buy
+5,726
New +$291K 0.11% 110

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

Spotlight Asset Group's JPST Position: Q4 2020 in Review

Spotlight Asset Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2020, closing a stake of 5,726 shares — an estimated $291K sold.

Spotlight Asset Group first reported a position in JPST in Q3 2020 and held it in 1 quarter. The position peaked at $291K in Q3 2020. 663 funds tracked by Wall St. Rank hold JPST as of Q4 2020.

  • Spotlight Asset Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2020 after selling out during the quarter.
  • Spotlight Asset Group sold 5,726 JPMorgan Ultra-Short Income ETF shares in Q4 2020, an estimated $291K.
  • Spotlight Asset Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 1 quarter.
  • Spotlight Asset Group's JPMorgan Ultra-Short Income ETF position peaked at $291K in Q3 2020.
  • 663 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2020.

Based on Spotlight Asset Group's 13F filing for Q4 2020, filed 8 Feb 2021.