First Allied Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

First Allied Advisory Services’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	$896K	Sell	17,637 -13,147	-43%	-$668K	0.03%	502
2020 Q2	$1.56M	Buy	30,784 +1,035	+3%	+$52.1K	0.06%	333
2020 Q1	$1.48M	Sell	29,749 -27,253	-48%	-$1.37M	0.06%	307
2019 Q4	$2.87M	Sell	57,002 -21,983	-28%	-$1.11M	0.1%	236
2019 Q3	$3.98M	Sell	78,985 -32,136	-29%	-$1.62M	0.14%	171
2019 Q2	$5.6M	Sell	111,121 -17,812	-14%	-$897K	0.19%	128
2019 Q1	$6.49M	Buy	128,933 +1,799	+1%	+$90.4K	0.22%	108
2018 Q4	$6.37M	Buy	127,134 +70,031	+123%	+$3.51M	0.25%	90
2018 Q3	$2.86M	Buy	57,103 +1,470	+3%	+$73.8K	0.1%	229
2018 Q2	$2.78M	Sell	55,633 -1,752	-3%	-$87.8K	0.1%	220
2018 Q1	$2.87M	Buy	57,385 +10,957	+24%	+$549K	0.11%	208
2017 Q4	$2.32M	Buy	+46,428	New	+$2.33M	0.09%	234

Other funds holding JPST

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return