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Planning Solutions Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Planning Solutions 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
Q2 		$306K Buy
6,067
+1,485
+32% +$74.8K 0.16% 103
2019
Q1 		$230K Sell
4,582
-17,562
-79% -$883K 0.12% 117
2018
Q4 		$1.11M Buy
+22,144
New +$1.11M 0.68% 28

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Planning Solutions Group's JPST Position: Q2 2019 in Review

Planning Solutions Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 32% in Q2 2019, buying an estimated $74.8K and bringing the position to 6,067 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #103.

Planning Solutions Group first reported a position in JPST in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2018. 360 funds tracked by Wall St. Rank hold JPST as of Q2 2019.

  • Planning Solutions Group held 6,067 shares of JPMorgan Ultra-Short Income ETF worth $306K as of Q2 2019.
  • Planning Solutions Group bought 1,485 JPMorgan Ultra-Short Income ETF shares in Q2 2019, an estimated $74.8K.
  • JPMorgan Ultra-Short Income ETF made up 0.16% of Planning Solutions Group's portfolio in Q2 2019, its #103 holding.
  • Planning Solutions Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's JPMorgan Ultra-Short Income ETF position peaked at $1.11M in Q4 2018.
  • 360 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.