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

PagnatoKarp 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
2020
Q2 		– Sell
-245,889
Closed -$12.2M – 78
2020
Q1 		$12.2M Sell
245,889
-88,886
-27% -$4.47M 3.04% 8
2019
Q4 		$16.9M Sell
334,775
-102,496
-23% -$5.17M 2.94% 10
2019
Q3 		$22.1M Buy
437,271
+425,025
+3,471% +$21.4M 4.38% 5
2019
Q2 		$619K Buy
12,246
+87
+0.7% +$4.38K 0.13% 83
2019
Q1 		$613K Sell
12,159
-99,480
-89% -$5M 0.14% 84
2018
Q4 		$5.6M Buy
+111,639
New +$5.6M 1.19% 18

Other funds holding JPST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return