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Wealthstreet Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-45,167
Closed -$2.29M – 217
2021
Q1 		$2.29M Sell
45,167
-3,300
-7% -$168K 0.22% 108
2020
Q4 		$2.46M Sell
48,467
-16,050
-25% -$815K 0.25% 92
2020
Q3 		$3.28M Sell
64,517
-75,200
-54% -$3.82M 0.37% 63
2020
Q2 		$7.09M Buy
139,717
+80,025
+134% +$4.03M 0.87% 30
2020
Q1 		$2.96M Buy
59,692
+6,400
+12% +$322K 0.44% 53
2019
Q4 		$2.69M Buy
53,292
+4,267
+9% +$215K 0.31% 75
2019
Q3 		$2.48M Buy
49,025
+34,904
+247% +$1.76M 0.32% 76
2019
Q2 		$712K Buy
+14,121
New +$711K 0.09% 177

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return