Wealthgate Family Office’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wealthgate Family Office’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	-20,378	Closed	-$1.03M	–	45
2021 Q3	$1.03M	Buy	+20,378	New	+$1.03M	1.59%	10

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthgate Family Office's JPST Position: Q4 2021 in Review

Wealthgate Family Office sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2021, closing a stake of 20,378 shares — an estimated $1.03M sold.

Wealthgate Family Office first reported a position in JPST in Q3 2021 and held it in 1 quarter. The position peaked at $1.03M in Q3 2021. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

Wealthgate Family Office reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2021 after selling out during the quarter.
Wealthgate Family Office sold 20,378 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $1.03M.
Wealthgate Family Office first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and held it in 1 quarter.
Wealthgate Family Office's JPMorgan Ultra-Short Income ETF position peaked at $1.03M in Q3 2021.
783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.