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American Economic Planning Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

American Economic Planning Group’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
2019
Q3 		$28M Buy
554,419
+548,681
+9,562% +$27.7M 7.63% 4
2019
Q2 		$289K Hold
5,738
– – 0.09% 69
2019
Q1 		$289K Buy
+5,738
New +$288K 0.09% 66

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

American Economic Planning Group's JPST Position: Q3 2019 in Review

American Economic Planning Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9,562% in Q3 2019, buying an estimated $27.7M and bringing the position to 554,419 shares worth $28M. The position accounts for 7.63% of the portfolio, ranked #4.

American Economic Planning Group first reported a position in JPST in Q1 2019 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold JPST as of Q3 2019.

  • American Economic Planning Group held 554,419 shares of JPMorgan Ultra-Short Income ETF worth $28M as of Q3 2019.
  • American Economic Planning Group bought 548,681 JPMorgan Ultra-Short Income ETF shares in Q3 2019, an estimated $27.7M.
  • JPMorgan Ultra-Short Income ETF made up 7.63% of American Economic Planning Group's portfolio in Q3 2019, its #4 holding.
  • American Economic Planning Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.