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Pacific Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pacific Financial 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
2019
Q3 		– Sell
-195,537
Closed -$9.84M – 86
2019
Q2 		$9.84M Hold
195,537
– – 1.19% 18
2019
Q1 		$9.84M Buy
195,537
+139,244
+247% +$7M 1.2% 18
2018
Q4 		$2.82M Buy
+56,293
New +$2.83M 0.45% 30

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

Pacific Financial Group's JPST Position: Q3 2019 in Review

Pacific Financial Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2019, closing a stake of 195,537 shares — an estimated $9.84M sold.

Pacific Financial Group first reported a position in JPST in Q4 2018 and held it in 3 quarters. The position peaked at $9.84M in Q2 2019. 374 funds tracked by Wall St. Rank hold JPST as of Q3 2019.

  • Pacific Financial Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2019 after selling out during the quarter.
  • Pacific Financial Group sold 195,537 JPMorgan Ultra-Short Income ETF shares in Q3 2019, an estimated $9.84M.
  • Pacific Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 3 quarters.
  • Pacific Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $9.84M in Q2 2019.
  • 374 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2019.

Based on Pacific Financial Group's 13F filing for Q3 2019, filed 3 Oct 2019.