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WBH Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

WBH Advisory’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
Q4 		– Sell
-18,671
Closed -$947K – 314
2021
Q3 		$947K Buy
+18,671
New +$947K 0.13% 145

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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

WBH Advisory's JPST Position: Q4 2021 in Review

WBH Advisory sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2021, closing a stake of 18,671 shares — an estimated $947K sold.

WBH Advisory first reported a position in JPST in Q3 2021 and held it in 1 quarter. The position peaked at $947K in Q3 2021. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

  • WBH Advisory reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2021 after selling out during the quarter.
  • WBH Advisory sold 18,671 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $947K.
  • WBH Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and held it in 1 quarter.
  • WBH Advisory's JPMorgan Ultra-Short Income ETF position peaked at $947K in Q3 2021.
  • 783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on WBH Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.