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Elevated Capital Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Elevated Capital 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
Q3 		– Sell
-11,135
Closed -$566K – 163
2020
Q2 		$566K Buy
+11,135
New +$561K 0.27% 114
2019
Q4 		$538K Buy
+10,662
New +$538K 0.6% 48
2019
Q1 		$1.87M Buy
+37,272
New +$1.87M 1.23% 26

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Elevated Capital Advisors's JPST Position: Q3 2020 in Review

Elevated Capital Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2020, closing a stake of 11,135 shares — an estimated $566K sold.

Elevated Capital Advisors first reported a position in JPST in Q1 2019 and held it in 3 quarters. The position peaked at $1.87M in Q1 2019. 586 funds tracked by Wall St. Rank hold JPST as of Q3 2020.

  • Elevated Capital Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2020 after selling out during the quarter.
  • Elevated Capital Advisors sold 11,135 JPMorgan Ultra-Short Income ETF shares in Q3 2020, an estimated $566K.
  • Elevated Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 3 quarters.
  • Elevated Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.87M in Q1 2019.
  • 586 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2020.

Based on Elevated Capital Advisors's 13F filing for Q3 2020, filed 27 Nov 2020.