Ownership history in WEST PACES ADVISORS INC. Β· 9 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in JPMORGAN ULTRA-SHORT INCOME ETF (JPST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WEST PACES ADVISORS INC. underperformed the S&P 500 by β11.9% annually on this JPST position. Timing score: 86% (6/7 decisions correct). Average cost basis: $48.55. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 11.9% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct
Best entry: $45.93 (2024 Q1) Β· Worst: $50.25 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.63% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.