FA
JPST icon

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

FCG 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 		$3.55M Buy
69,818
+10,186
+17% +$518K 0.83% 19
2020
Q2 		$3.02M Buy
59,632
+15,451
+35% +$778K 0.79% 24
2020
Q1 		$2.19M Sell
44,181
-2,080
-4% -$105K 0.63% 32
2019
Q4 		$2.33M Buy
46,261
+2,290
+5% +$116K 0.67% 33
2019
Q3 		$2.22M Buy
43,971
+2,547
+6% +$129K 0.68% 34
2019
Q2 		$2.09M Buy
41,424
+3,177
+8% +$160K 0.66% 34
2019
Q1 		$1.92M Sell
38,247
-10,372
-21% -$521K 0.64% 33
2018
Q4 		$2.44M Buy
48,619
+27,643
+132% +$1.39M 0.93% 23
2018
Q3 		$1.05M Buy
20,976
+6,989
+50% +$351K 0.36% 45
2018
Q2 		$701K Sell
13,987
-18,465
-57% -$926K 0.25% 53
2018
Q1 		$1.62M Buy
+32,452
New +$1.63M 0.56% 32

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

FCG Advisors's JPST Position: Q3 2020 in Review

FCG Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q3 2020, buying an estimated $518K and bringing the position to 69,818 shares worth $3.55M. The position accounts for 0.83% of the portfolio, ranked #19.

FCG Advisors first reported a position in JPST in Q1 2018 and has held it in 11 quarters since. 586 funds tracked by Wall St. Rank hold JPST as of Q3 2020.

  • FCG Advisors held 69,818 shares of JPMorgan Ultra-Short Income ETF worth $3.55M as of Q3 2020.
  • FCG Advisors bought 10,186 JPMorgan Ultra-Short Income ETF shares in Q3 2020, an estimated $518K.
  • JPMorgan Ultra-Short Income ETF made up 0.83% of FCG Advisors's portfolio in Q3 2020, its #19 holding.
  • FCG Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2018 and has held it in 11 quarters since.
  • 586 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.