Northstar Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Northstar Wealth Partners’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	-4,945	Closed	-$249K	–	185
2019 Q3	$249K	Sell	4,945 -4,238	-46%	-$214K	0.11%	156
2019 Q2	$463K	Sell	9,183 -4,267	-32%	-$215K	0.21%	116
2019 Q1	$677K	Buy	13,450 +7,785	+137%	+$391K	0.31%	89
2018 Q4	$284K	Buy	5,665 +460	+9%	+$23.1K	0.15%	140
2018 Q3	$261K	Buy	+5,205	New	+$261K	0.13%	145

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

RJA

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Northstar Wealth Partners's JPST Position: Q4 2019 in Review

Northstar Wealth Partners sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2019, closing a stake of 4,945 shares — an estimated $249K sold.

Northstar Wealth Partners first reported a position in JPST in Q3 2018 and held it in 5 quarters. The position peaked at $677K in Q1 2019. 462 funds tracked by Wall St. Rank hold JPST as of Q4 2019.

Northstar Wealth Partners reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2019 after selling out during the quarter.
Northstar Wealth Partners sold 4,945 JPMorgan Ultra-Short Income ETF shares in Q4 2019, an estimated $249K.
Northstar Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 5 quarters.
Northstar Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $677K in Q1 2019.
462 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2019.

Based on Northstar Wealth Partners's 13F filing for Q4 2019, filed 13 Feb 2020.