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HL Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

HL Financial 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
2019
Q1 		$483K Sell
9,605
-566
-6% -$28.4K 0.01% 515
2018
Q4 		$510K Sell
10,171
-74
-0.7% -$3.71K 0.01% 491
2018
Q3 		$514K Buy
+10,245
New +$514K 0.01% 517

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HL Financial Services's JPST Position: Q1 2019 in Review

HL Financial Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.6% in Q1 2019, selling an estimated $28.4K and leaving 9,605 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #515.

HL Financial Services first reported a position in JPST in Q3 2018 and has held it in 3 quarters since. The position peaked at $514K in Q3 2018. 331 funds tracked by Wall St. Rank hold JPST as of Q1 2019.

  • HL Financial Services held 9,605 shares of JPMorgan Ultra-Short Income ETF worth $483K as of Q1 2019.
  • HL Financial Services sold 566 JPMorgan Ultra-Short Income ETF shares in Q1 2019, an estimated $28.4K.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #515 holding.
  • HL Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $514K in Q3 2018.
  • 331 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.