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

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

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Whitegate Investment Counselors's JPST Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2021, closing a stake of 201,242 shares — an estimated $10.2M sold.

Whitegate Investment Counselors first reported a position in JPST in Q4 2019 and held it in 8 quarters. The position peaked at $10.4M in Q2 2021. 783 funds tracked by Wall St. Rank hold JPST as of Q4 2021.

Whitegate Investment Counselors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 201,242 JPMorgan Ultra-Short Income ETF shares in Q4 2021, an estimated $10.2M.
Whitegate Investment Counselors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 8 quarters.
Whitegate Investment Counselors's JPMorgan Ultra-Short Income ETF position peaked at $10.4M in Q2 2021.
783 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.