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PBMares Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

PBMares Wealth 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
2020
Q2 		– Sell
-7,600
Closed -$377K – 111
2020
Q1 		$377K Sell
7,600
-6,750
-47% -$339K 0.59% 58
2019
Q4 		$724K Buy
+14,350
New +$724K 0.86% 36

Other funds holding JPST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PBMares Wealth Management's JPST Position: Q2 2020 in Review

PBMares Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2020, closing a stake of 7,600 shares — an estimated $377K sold.

PBMares Wealth Management first reported a position in JPST in Q4 2019 and held it in 2 quarters. The position peaked at $724K in Q4 2019. 537 funds tracked by Wall St. Rank hold JPST as of Q2 2020.

  • PBMares Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2020 after selling out during the quarter.
  • PBMares Wealth Management sold 7,600 JPMorgan Ultra-Short Income ETF shares in Q2 2020, an estimated $377K.
  • PBMares Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 2 quarters.
  • PBMares Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $724K in Q4 2019.
  • 537 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2020.

Based on PBMares Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.