Lake Street Advisors Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lake Street Advisors Group’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 Q1	–	Sell	-4,477	Closed	-$226K	–	268
2019 Q4	$226K	Buy	+4,477	New	+$226K	0.02%	227
2018 Q3	–	Sell	-7,677	Closed	-$385K	–	271
2018 Q2	$385K	Buy	+7,677	New	+$385K	0.04%	193

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GBBWRPM

Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

Lake Street Advisors Group's JPST Position: Q1 2020 in Review

Lake Street Advisors Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2020, closing a stake of 4,477 shares — an estimated $226K sold.

Lake Street Advisors Group first reported a position in JPST in Q2 2018 and held it in 2 quarters. The position peaked at $385K in Q2 2018. 470 funds tracked by Wall St. Rank hold JPST as of Q1 2020.

Lake Street Advisors Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2020 after selling out during the quarter.
Lake Street Advisors Group sold 4,477 JPMorgan Ultra-Short Income ETF shares in Q1 2020, an estimated $226K.
Lake Street Advisors Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and held it in 2 quarters.
Lake Street Advisors Group's JPMorgan Ultra-Short Income ETF position peaked at $385K in Q2 2018.
470 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2020.

Based on Lake Street Advisors Group's 13F filing for Q1 2020, filed 14 May 2020.