Clarfeld Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Clarfeld Financial 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
2018 Q4	$4.51M	Buy	+89,829	New	+$4.51M	3.75%	6

Other funds holding JPST

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

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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

RJFSA

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

Clarfeld Financial Advisors's JPST Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q4 2018: 89,829 shares worth $4.51M. The stake represents 3.75% of the portfolio and ranks #6 among its holdings.

291 funds tracked by Wall St. Rank hold JPST as of Q4 2018.

Clarfeld Financial Advisors held 89,829 shares of JPMorgan Ultra-Short Income ETF worth $4.51M as of Q4 2018.
JPMorgan Ultra-Short Income ETF was a new Clarfeld Financial Advisors position in Q4 2018.
JPMorgan Ultra-Short Income ETF made up 3.75% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #6 holding.
291 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.