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Wipfli Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wipfli Financial Advisors’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
Q1 		– Sell
-9,072
Closed -$461K – 39
2020
Q4 		$461K Buy
+9,072
New +$461K 0.27% 23

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
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
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wipfli Financial Advisors's JPST Position: Q1 2021 in Review

Wipfli Financial Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2021, closing a stake of 9,072 shares — an estimated $461K sold.

Wipfli Financial Advisors first reported a position in JPST in Q4 2020 and held it in 1 quarter. The position peaked at $461K in Q4 2020. 683 funds tracked by Wall St. Rank hold JPST as of Q1 2021.

  • Wipfli Financial Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2021 after selling out during the quarter.
  • Wipfli Financial Advisors sold 9,072 JPMorgan Ultra-Short Income ETF shares in Q1 2021, an estimated $461K.
  • Wipfli Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 1 quarter.
  • Wipfli Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $461K in Q4 2020.
  • 683 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2021.

Based on Wipfli Financial Advisors's 13F filing for Q1 2021, filed 6 May 2021.