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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthstreet Investment Advisors's JPST Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2021, closing a stake of 45,167 shares — an estimated $2.29M sold.

Wealthstreet Investment Advisors first reported a position in JPST in Q2 2019 and held it in 8 quarters. The position peaked at $7.09M in Q2 2020. 691 funds tracked by Wall St. Rank hold JPST as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 45,167 JPMorgan Ultra-Short Income ETF shares in Q2 2021, an estimated $2.29M.
Wealthstreet Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and held it in 8 quarters.
Wealthstreet Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $7.09M in Q2 2020.
691 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.