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Stonebridge Financial Planning Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stonebridge Financial Planning 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
2021
Q1 		– Sell
-1,000
Closed -$51K – 436
2020
Q4 		$51K Hold
1,000
– – 0.03% 196
2020
Q3 		$51K Buy
+1,000
New +$50.8K 0.04% 185

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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Stonebridge Financial Planning Group's JPST Position: Q1 2021 in Review

Stonebridge Financial Planning Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2021, closing a stake of 1,000 shares — an estimated $51K sold.

Stonebridge Financial Planning Group first reported a position in JPST in Q3 2020 and held it in 2 quarters. The position peaked at $51K in Q4 2020. 683 funds tracked by Wall St. Rank hold JPST as of Q1 2021.

  • Stonebridge Financial Planning Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,000 JPMorgan Ultra-Short Income ETF shares in Q1 2021, an estimated $51K.
  • Stonebridge Financial Planning Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's JPMorgan Ultra-Short Income ETF position peaked at $51K in Q4 2020.
  • 683 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2021, filed 6 May 2021.