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3EDGE Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

3EDGE Asset Management’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
2023
Q2 		– Sell
-75,033
Closed -$3.78M – 43
2023
Q1 		$3.78M Buy
+75,033
New +$3.77M 0.28% 14
2020
Q1 		– Sell
-3,028,051
Closed -$153M – 14
2019
Q4 		$153M Buy
3,028,051
+1,891,559
+166% +$95.5M 17.49% 2
2019
Q3 		$57.3M Buy
+1,136,492
New +$57.3M 9.73% 7
2018
Q4 		– Sell
-3,081,500
Closed -$155M – 18
2018
Q3 		$155M Sell
3,081,500
-3,407,200
-53% -$171M 17.96% 3
2018
Q2 		$325M Buy
6,488,700
+5,496,200
+554% +$276M 43.57% 2
2018
Q1 		$49.7M Buy
992,500
+808,300
+439% +$40.5M 7.21% 6
2017
Q4 		$9.22M Buy
+184,200
New +$9.23M 1.25% 20

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return