BPWA
JPST icon

Beacon Pointe Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$21.3M Buy
422,121
+20,314
+5% +$1.03M 3.92% 3
2019
Q3 		$20.3M Sell
401,807
-47,027
-10% -$2.37M 4.27% 2
2019
Q2 		$22.6M Buy
448,834
+7,473
+2% +$377K 4.78% 2
2019
Q1 		$22.2M Buy
+441,361
New +$22.2M 5.07% 2

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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Beacon Pointe Wealth Advisors's JPST Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.1% in Q4 2019, buying an estimated $1.03M and bringing the position to 422,121 shares worth $21.3M. The position accounts for 3.92% of the portfolio, ranked #3.

Beacon Pointe Wealth Advisors first reported a position in JPST in Q1 2019 and has held it in 4 quarters since. The position peaked at $22.6M in Q2 2019. 462 funds tracked by Wall St. Rank hold JPST as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 422,121 shares of JPMorgan Ultra-Short Income ETF worth $21.3M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 20,314 JPMorgan Ultra-Short Income ETF shares in Q4 2019, an estimated $1.03M.
  • JPMorgan Ultra-Short Income ETF made up 3.92% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #3 holding.
  • Beacon Pointe Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 4 quarters since.
  • Beacon Pointe Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $22.6M in Q2 2019.
  • 462 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.