Steph & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Steph & Co’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	–	Sell	-1,000	Closed	-$51K	–	273
2021 Q2	$51K	Hold	1,000	–	–	0.03%	163
2021 Q1	$51K	Hold	1,000	–	–	0.04%	162
2020 Q4	$51K	Sell	1,000 -475	-32%	-$24.1K	0.04%	159
2020 Q3	$75K	Buy	+1,475	New	+$75K	0.07%	139

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

Steph & Co's JPST Position: Q3 2021 in Review

Steph & Co sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2021, closing a stake of 1,000 shares — an estimated $51K sold.

Steph & Co first reported a position in JPST in Q3 2020 and held it in 4 quarters. The position peaked at $75K in Q3 2020. 698 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

Steph & Co reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2021 after selling out during the quarter.
Steph & Co sold 1,000 JPMorgan Ultra-Short Income ETF shares in Q3 2021, an estimated $51K.
Steph & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 4 quarters.
Steph & Co's JPMorgan Ultra-Short Income ETF position peaked at $75K in Q3 2020.
698 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on Steph & Co's 13F filing for Q3 2021, filed 22 Oct 2021.