Partnervest Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Partnervest Advisory Services’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 Q3	$433K	Buy	+8,518	New	+$433K	0.14%	126
2020 Q1	–	Sell	-138,494	Closed	-$6.98M	–	232
2019 Q4	$6.98M	Sell	138,494 -10,041	-7%	-$507K	2.56%	5
2019 Q3	$7.49M	Buy	148,535 +6,221	+4%	+$314K	2.68%	5
2019 Q2	$7.17M	Buy	+142,314	New	+$7.17M	2.84%	4

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

RJFSA

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Partnervest Advisory Services's JPST Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2020: 8,518 shares worth $433K. The stake represents 0.14% of the portfolio and ranks #126 among its holdings. This is a return to the name: Partnervest Advisory Services previously reported a position in JPST as recently as Q4 2019.

Partnervest Advisory Services first reported a position in JPST in Q2 2019 and has held it in 4 quarters since. The position peaked at $7.49M in Q3 2019. 586 funds tracked by Wall St. Rank hold JPST as of Q3 2020.

Partnervest Advisory Services held 8,518 shares of JPMorgan Ultra-Short Income ETF worth $433K as of Q3 2020.
JPMorgan Ultra-Short Income ETF was a new Partnervest Advisory Services position in Q3 2020.
JPMorgan Ultra-Short Income ETF made up 0.14% of Partnervest Advisory Services's portfolio in Q3 2020, its #126 holding.
Partnervest Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 4 quarters since.
Partnervest Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $7.49M in Q3 2019.
586 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.