Asset Planning Services (Pennsylvania)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Asset Planning Services (Pennsylvania)’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
2020 Q4	–	Sell	-6,269	Closed	-$318K	–	75
2020 Q3	$318K	Sell	6,269 -462	-7%	-$23.5K	0.14%	65
2020 Q2	$341K	Sell	6,731 -8,692	-56%	-$438K	0.15%	63
2020 Q1	$766K	Sell	15,423 -897	-5%	-$45.1K	0.38%	35
2019 Q4	$825K	Buy	16,320 +138	+0.9%	+$6.97K	0.34%	41
2019 Q3	$816K	Buy	16,182 +94	+0.6%	+$4.74K	0.35%	42
2019 Q2	$811K	Buy	16,088 +97	+0.6%	+$4.89K	0.36%	42
2019 Q1	$804K	Buy	15,991 +75	+0.5%	+$3.77K	0.37%	41
2018 Q4	$798K	Buy	15,916 +4,919	+45%	+$247K	0.4%	37
2018 Q3	$552K	Buy	+10,997	New	+$552K	0.26%	49

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s JPST Position: Q4 2020 in Review

Asset Planning Services (Pennsylvania) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2020, closing a stake of 6,269 shares — an estimated $318K sold.

Asset Planning Services (Pennsylvania) first reported a position in JPST in Q3 2018 and held it in 9 quarters. The position peaked at $825K in Q4 2019. 663 funds tracked by Wall St. Rank hold JPST as of Q4 2020.

Asset Planning Services (Pennsylvania) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2020 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 6,269 JPMorgan Ultra-Short Income ETF shares in Q4 2020, an estimated $318K.
Asset Planning Services (Pennsylvania) first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 9 quarters.
Asset Planning Services (Pennsylvania)'s JPMorgan Ultra-Short Income ETF position peaked at $825K in Q4 2019.
663 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2020.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.