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Winfield Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Winfield Associates’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
2022
Q1 		$3.26M Buy
64,890
+11,200
+21% +$564K 1.18% 16
2021
Q4 		$2.71M Sell
53,690
-1,200
-2% -$60.7K 0.9% 31
2021
Q3 		$2.78M Sell
54,890
-855
-2% -$43.4K 1.03% 26
2021
Q2 		$2.83M Buy
55,745
+1,600
+3% +$81.2K 1.04% 24
2021
Q1 		$2.75M Sell
54,145
-500
-0.9% -$25.4K 1.12% 23
2020
Q4 		$2.77M Buy
54,645
+5,600
+11% +$284K 1.17% 19
2020
Q3 		$2.49M Sell
49,045
-5,355
-10% -$272K 1.19% 20
2020
Q2 		$2.76M Sell
54,400
-1,090
-2% -$54.9K 1.41% 18
2020
Q1 		$2.76M Sell
55,490
-17,900
-24% -$900K 1.74% 14
2019
Q4 		$3.7M Buy
73,390
+5,300
+8% +$268K 1.72% 15
2019
Q3 		$3.43M Buy
68,090
+3,250
+5% +$164K 1.68% 16
2019
Q2 		$3.27M Buy
64,840
+1,705
+3% +$85.9K 1.69% 16
2019
Q1 		$3.18M Buy
63,135
+4,380
+7% +$220K 1.69% 16
2018
Q4 		$2.94M Buy
58,755
+28,600
+95% +$1.44M 1.8% 15
2018
Q3 		$1.51M Buy
30,155
+4,995
+20% +$251K 0.75% 44
2018
Q2 		$1.26M Buy
+25,160
New +$1.26M 0.68% 45

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Winfield Associates's JPST Position: Q1 2022 in Review

Winfield Associates increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 21% in Q1 2022, buying an estimated $564K and bringing the position to 64,890 shares worth $3.26M. The position accounts for 1.18% of the portfolio, ranked #16.

Winfield Associates first reported a position in JPST in Q2 2018 and has held it in 16 quarters since. The position peaked at $3.7M in Q4 2019. 811 funds tracked by Wall St. Rank hold JPST as of Q1 2022.

  • Winfield Associates held 64,890 shares of JPMorgan Ultra-Short Income ETF worth $3.26M as of Q1 2022.
  • Winfield Associates bought 11,200 JPMorgan Ultra-Short Income ETF shares in Q1 2022, an estimated $564K.
  • JPMorgan Ultra-Short Income ETF made up 1.18% of Winfield Associates's portfolio in Q1 2022, its #16 holding.
  • Winfield Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 16 quarters since.
  • Winfield Associates's JPMorgan Ultra-Short Income ETF position peaked at $3.7M in Q4 2019.
  • 811 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.