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

Wealth Advisory Solutions’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
-8,335
Closed -$423K – 171
2020
Q4 		$423K Hold
8,335
– – 0.11% 103
2020
Q3 		$423K Buy
8,335
+1,231
+17% +$62.6K 0.11% 118
2020
Q2 		$360K Buy
+7,104
New +$358K 0.1% 129

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

Wealth Advisory Solutions's JPST Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2021, closing a stake of 8,335 shares — an estimated $423K sold.

Wealth Advisory Solutions first reported a position in JPST in Q2 2020 and held it in 3 quarters. The position peaked at $423K in Q4 2020. 683 funds tracked by Wall St. Rank hold JPST as of Q1 2021.

  • Wealth Advisory Solutions reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 8,335 JPMorgan Ultra-Short Income ETF shares in Q1 2021, an estimated $423K.
  • Wealth Advisory Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 3 quarters.
  • Wealth Advisory Solutions's JPMorgan Ultra-Short Income ETF position peaked at $423K in Q4 2020.
  • 683 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.