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Whitney & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Whitney & Co’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
-4,745
Closed -$241K – 124
2020
Q3 		$241K Buy
+4,745
New +$241K 0.05% 105

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
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
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Whitney & Co's JPST Position: Q4 2020 in Review

Whitney & Co sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2020, closing a stake of 4,745 shares — an estimated $241K sold.

Whitney & Co first reported a position in JPST in Q3 2020 and held it in 1 quarter. The position peaked at $241K in Q3 2020. 663 funds tracked by Wall St. Rank hold JPST as of Q4 2020.

  • Whitney & Co reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2020 after selling out during the quarter.
  • Whitney & Co sold 4,745 JPMorgan Ultra-Short Income ETF shares in Q4 2020, an estimated $241K.
  • Whitney & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 1 quarter.
  • Whitney & Co's JPMorgan Ultra-Short Income ETF position peaked at $241K in Q3 2020.
  • 663 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2020.

Based on Whitney & Co's 13F filing for Q4 2020, filed 10 Feb 2021.