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Watson Rebecca’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Watson Rebecca’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
Q3 		$13.6M Buy
266,800
+10,902
+4% +$554K 7.99% 4
2020
Q2 		$13M Buy
255,898
+12,539
+5% +$632K 7.77% 4
2020
Q1 		$12.2M Sell
243,359
-18,027
-7% -$906K 8.45% 3
2019
Q4 		$13.2M Buy
+261,386
New +$13.2M 8% 3

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Watson Rebecca's JPST Position: Q3 2020 in Review

Watson Rebecca increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.3% in Q3 2020, buying an estimated $554K and bringing the position to 266,800 shares worth $13.6M. The position accounts for 7.99% of the portfolio, ranked #4.

Watson Rebecca first reported a position in JPST in Q4 2019 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold JPST as of Q3 2020.

  • Watson Rebecca held 266,800 shares of JPMorgan Ultra-Short Income ETF worth $13.6M as of Q3 2020.
  • Watson Rebecca bought 10,902 JPMorgan Ultra-Short Income ETF shares in Q3 2020, an estimated $554K.
  • JPMorgan Ultra-Short Income ETF made up 7.99% of Watson Rebecca's portfolio in Q3 2020, its #4 holding.
  • Watson Rebecca first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 4 quarters since.
  • 586 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.