Treybourne Wealth Planners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Treybourne Wealth Planners’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 Q2	$2.43M	Buy	+47,925	New	+$2.43M	1.51%	12

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Treybourne Wealth Planners's JPST Position: Q2 2021 in Review

Treybourne Wealth Planners opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2021: 47,925 shares worth $2.43M. The stake represents 1.51% of the portfolio and ranks #12 among its holdings.

690 funds tracked by Wall St. Rank hold JPST as of Q2 2021.

Treybourne Wealth Planners held 47,925 shares of JPMorgan Ultra-Short Income ETF worth $2.43M as of Q2 2021.
JPMorgan Ultra-Short Income ETF was a new Treybourne Wealth Planners position in Q2 2021.
JPMorgan Ultra-Short Income ETF made up 1.51% of Treybourne Wealth Planners's portfolio in Q2 2021, its #12 holding.
690 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.