Edge Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Edge Wealth Management’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	-140	Closed	-$7K	–	414
2020 Q3	$7K	Sell	140 -21,296	-99%	-$1.08M	﹤0.01%	336
2020 Q2	$1.09M	Sell	21,436 -500	-2%	-$25.2K	0.21%	65
2020 Q1	$1.09M	Sell	21,936 -3,312	-13%	-$167K	0.24%	60
2019 Q4	$1.27M	Buy	25,248 +415	+2%	+$20.9K	0.25%	62
2019 Q3	$1.25M	Sell	24,833 -990	-4%	-$50K	0.29%	58
2019 Q2	$1.3M	Buy	25,823 +775	+3%	+$39K	0.29%	55
2019 Q1	$1.26M	Buy	25,048 +15,796	+171%	+$794K	0.31%	55
2018 Q4	$464K	Buy	9,252 +2,000	+28%	+$100K	0.13%	90
2018 Q3	$364K	Buy	7,252 +6,400	+751%	+$321K	0.09%	105
2018 Q2	$43K	Hold	852	–	–	0.01%	260
2018 Q1	$43K	Buy	+852	New	+$42.7K	0.01%	238

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

Edge Wealth Management's JPST Position: Q4 2020 in Review

Edge Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2020, closing a stake of 140 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in JPST in Q1 2018 and held it in 11 quarters. The position peaked at $1.3M in Q2 2019. 663 funds tracked by Wall St. Rank hold JPST as of Q4 2020.

Edge Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 140 JPMorgan Ultra-Short Income ETF shares in Q4 2020, an estimated $7K.
Edge Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2018 and held it in 11 quarters.
Edge Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.3M in Q2 2019.
663 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.