Miller Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Miller Investment Management’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 Q4	–	Sell	-317,021	Closed	-$16M	–	80
2019 Q3	$16M	Sell	317,021 -6,134	-2%	-$310K	3.64%	7
2019 Q2	$16.3M	Buy	323,155 +46,609	+17%	+$2.35M	3.72%	8
2019 Q1	$13.9M	Sell	276,546 -7,475	-3%	-$376K	3.65%	8
2018 Q4	$14.2M	Buy	+284,021	New	+$14.3M	4.19%	7

Other funds holding JPST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Miller Investment Management's JPST Position: Q4 2019 in Review

Miller Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2019, closing a stake of 317,021 shares — an estimated $16M sold.

Miller Investment Management first reported a position in JPST in Q4 2018 and held it in 4 quarters. The position peaked at $16.3M in Q2 2019. 462 funds tracked by Wall St. Rank hold JPST as of Q4 2019.

Miller Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2019 after selling out during the quarter.
Miller Investment Management sold 317,021 JPMorgan Ultra-Short Income ETF shares in Q4 2019, an estimated $16M.
Miller Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 4 quarters.
Miller Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $16.3M in Q2 2019.
462 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2019.

Based on Miller Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.