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

Wealth Quarterback’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
-112
Closed -$6K – 862
2021
Q2 		$6K Buy
+112
New +$5.68K ﹤0.01% 577
2020
Q2 		– Sell
-1,280
Closed -$63.6K – 446
2020
Q1 		$63.6K Sell
1,280
-177,634
-99% -$8.93M 0.06% 197
2019
Q4 		$3.57K Buy
+178,914
New +$9.03M ﹤0.01% 685

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Quarterback's JPST Position: Q3 2021 in Review

Wealth Quarterback sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2021, closing a stake of 112 shares — an estimated $6K sold.

Wealth Quarterback first reported a position in JPST in Q4 2019 and held it in 3 quarters. The position peaked at $63.6K in Q1 2020. 699 funds tracked by Wall St. Rank hold JPST as of Q3 2021.

  • Wealth Quarterback reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2021 after selling out during the quarter.
  • Wealth Quarterback sold 112 JPMorgan Ultra-Short Income ETF shares in Q3 2021, an estimated $6K.
  • Wealth Quarterback first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 3 quarters.
  • Wealth Quarterback's JPMorgan Ultra-Short Income ETF position peaked at $63.6K in Q1 2020.
  • 699 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.