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

Clarus 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
2020 Q1	–	Sell	-4,700	Closed	-$237K	–	132
2019 Q4	$237K	Hold	4,700	–	–	0.16%	120
2019 Q3	$237K	Hold	4,700	–	–	0.17%	118
2019 Q2	$237K	Sell	4,700 -100	-2%	-$5.04K	0.17%	94
2019 Q1	$241K	Hold	4,800	–	–	0.18%	77
2018 Q4	$241K	Buy	4,800 +3,693	+334%	+$185K	0.38%	57
2018 Q3	$56K	Buy	+1,107	New	+$55.6K	0.04%	277

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

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

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

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

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GBBWRPM

Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

Clarus Wealth Advisors's JPST Position: Q1 2020 in Review

Clarus Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2020, closing a stake of 4,700 shares — an estimated $237K sold.

Clarus Wealth Advisors first reported a position in JPST in Q3 2018 and held it in 6 quarters. The position peaked at $241K in Q1 2019. 470 funds tracked by Wall St. Rank hold JPST as of Q1 2020.

Clarus Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 4,700 JPMorgan Ultra-Short Income ETF shares in Q1 2020, an estimated $237K.
Clarus Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 6 quarters.
Clarus Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $241K in Q1 2019.
470 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2020.

Based on Clarus Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.