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Boothe Investment Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Boothe Investment 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
Q4 		$303K Sell
6,000
-4,000
-40% -$202K 0.31% 24
2019
Q3 		$504K Hold
10,000
– – 0.53% 25
2019
Q2 		$504K Buy
+10,000
New +$504K 0.62% 22

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

Boothe Investment Group's JPST Position: Q4 2019 in Review

Boothe Investment Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 40% in Q4 2019, selling an estimated $202K and leaving 6,000 shares worth $303K. The position accounts for 0.31% of the portfolio, ranked #24.

Boothe Investment Group first reported a position in JPST in Q2 2019 and has held it in 3 quarters since. The position peaked at $504K in Q3 2019. 462 funds tracked by Wall St. Rank hold JPST as of Q4 2019.

  • Boothe Investment Group held 6,000 shares of JPMorgan Ultra-Short Income ETF worth $303K as of Q4 2019.
  • Boothe Investment Group sold 4,000 JPMorgan Ultra-Short Income ETF shares in Q4 2019, an estimated $202K.
  • JPMorgan Ultra-Short Income ETF made up 0.31% of Boothe Investment Group's portfolio in Q4 2019, its #24 holding.
  • Boothe Investment Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 3 quarters since.
  • Boothe Investment Group's JPMorgan Ultra-Short Income ETF position peaked at $504K in Q3 2019.
  • 462 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2019.

Based on Boothe Investment Group's 13F filing for Q4 2019, filed 7 Jan 2020.