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Horizon Kinetics’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Horizon Kinetics’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
2018
Q4 		$4.68M Buy
93,288
+81,562
+696% +$4.09M 0.15% 63
2018
Q3 		$588K Buy
+11,726
New +$589K 0.01% 249

Other funds holding JPST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Horizon Kinetics's JPST Position: Q4 2018 in Review

Horizon Kinetics increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 696% in Q4 2018, buying an estimated $4.09M and bringing the position to 93,288 shares worth $4.68M. The position accounts for 0.15% of the portfolio, ranked #63.

Horizon Kinetics first reported a position in JPST in Q3 2018 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold JPST as of Q4 2018.

  • Horizon Kinetics held 93,288 shares of JPMorgan Ultra-Short Income ETF worth $4.68M as of Q4 2018.
  • Horizon Kinetics bought 81,562 JPMorgan Ultra-Short Income ETF shares in Q4 2018, an estimated $4.09M.
  • JPMorgan Ultra-Short Income ETF made up 0.15% of Horizon Kinetics's portfolio in Q4 2018, its #63 holding.
  • Horizon Kinetics first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.