WIC
JPST icon

Whitegate Investment Counselors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Whitegate Investment Counselors’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
-201,242
Closed -$10.2M – 138
2021
Q3 		$10.2M Sell
201,242
-3,220
-2% -$163K 1.45% 20
2021
Q2 		$10.4M Buy
204,462
+6,789
+3% +$344K 1.47% 20
2021
Q1 		$10M Sell
197,673
-5,635
-3% -$286K 1.53% 21
2020
Q4 		$10.3M Buy
203,308
+21,395
+12% +$1.09M 1.67% 18
2020
Q3 		$9.24M Buy
181,913
+28,889
+19% +$1.47M 1.69% 16
2020
Q2 		$7.76M Buy
153,024
+55,144
+56% +$2.78M 1.55% 17
2020
Q1 		$4.86M Buy
97,880
+48,690
+99% +$2.45M 1.18% 27
2019
Q4 		$2.48M Buy
+49,190
New +$2.48M 0.45% 71

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 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