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Ken Stern & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ken Stern & Associates’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
Q3 		– Sell
-3,984
Closed -$200K – 135
2018
Q2 		$200K Buy
+3,984
New +$200K 0.09% 127

Other funds holding JPST

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ken Stern & Associates's JPST Position: Q3 2018 in Review

Ken Stern & Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2018, closing a stake of 3,984 shares — an estimated $200K sold.

Ken Stern & Associates first reported a position in JPST in Q2 2018 and held it in 1 quarter. The position peaked at $200K in Q2 2018. 178 funds tracked by Wall St. Rank hold JPST as of Q3 2018.

  • Ken Stern & Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2018 after selling out during the quarter.
  • Ken Stern & Associates sold 3,984 JPMorgan Ultra-Short Income ETF shares in Q3 2018, an estimated $200K.
  • Ken Stern & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and held it in 1 quarter.
  • Ken Stern & Associates's JPMorgan Ultra-Short Income ETF position peaked at $200K in Q2 2018.
  • 178 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.