Turim 21 Investimentos’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Turim 21 Investimentos’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	-10,893	Closed	-$552K	–	103
2021 Q2	$552K	Buy	+10,893	New	+$553K	0.18%	27
2021 Q1	–	Sell	-10,893	Closed	-$553K	–	137
2020 Q4	$553K	Hold	10,893	–	–	2.86%	7
2020 Q3	$553K	Hold	10,893	–	–	0.66%	20
2020 Q2	$552K	Hold	10,893	–	–	0.56%	19
2020 Q1	$540K	Buy	+10,893	New	+$548K	1.12%	13

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $7.49B AUM 24.82% 1-Year Est. Return

Turim 21 Investimentos's JPST Position: Q3 2021 in Review

Turim 21 Investimentos sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2021, closing a stake of 10,893 shares — an estimated $552K sold.

Turim 21 Investimentos first reported a position in JPST in Q1 2020 and held it in 5 quarters. The position peaked at $553K in Q4 2020. 699 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

Turim 21 Investimentos reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2021 after selling out during the quarter.
Turim 21 Investimentos sold 10,893 JPMorgan Ultra-Short Income ETF shares in Q3 2021, an estimated $552K.
Turim 21 Investimentos first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 5 quarters.
Turim 21 Investimentos's JPMorgan Ultra-Short Income ETF position peaked at $553K in Q4 2020.
699 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on Turim 21 Investimentos's 13F filing for Q3 2021, filed 12 Nov 2021.