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

Evolution 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
-1,695
Closed -$85K – 498
2019
Q4 		$85K Buy
+1,695
New +$85.6K 0.02% 120

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
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

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

Evolution Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2020, closing a stake of 1,695 shares — an estimated $85K sold.

Evolution Wealth Advisors first reported a position in JPST in Q4 2019 and held it in 1 quarter. The position peaked at $85K in Q4 2019. 470 funds tracked by Wall St. Rank hold JPST as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,695 JPMorgan Ultra-Short Income ETF shares in Q1 2020, an estimated $85K.
  • Evolution Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $85K in Q4 2019.
  • 470 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.