Weaver Consulting Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Weaver Consulting Group’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
2020 Q4	–	Sell	-18	Closed	-$1K	–	533
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	901
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	878
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	785
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	802
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	785
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	775
2019 Q1	$1K	Buy	+18	New	+$905	﹤0.01%	1431

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Weaver Consulting Group's JPST Position: Q4 2020 in Review

Weaver Consulting Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2020, closing a stake of 18 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in JPST in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q3 2020. 663 funds tracked by Wall St. Rank hold JPST as of Q4 2020.

Weaver Consulting Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 18 JPMorgan Ultra-Short Income ETF shares in Q4 2020, an estimated $1K.
Weaver Consulting Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's JPMorgan Ultra-Short Income ETF position peaked at $1K in Q3 2020.
663 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.