Polaris Wealth Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Polaris Wealth Advisory 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
2020 Q2	–	Sell	-538,245	Closed	-$26.7M	–	154
2020 Q1	$26.7M	Buy	538,245 +529	+0.1%	+$26.6K	2.91%	11
2019 Q4	$27.1M	Buy	537,716 +51,188	+11%	+$2.58M	1.81%	23
2019 Q3	$24.5M	Sell	486,528 -285,975	-37%	-$14.4M	2%	22
2019 Q2	$38.9M	Buy	772,503 +1,553	+0.2%	+$78.2K	2.95%	3
2019 Q1	$38.8M	Buy	770,950 +13,909	+2%	+$699K	2.91%	3
2018 Q4	$38M	Buy	+757,041	New	+$38M	3.57%	2

Other funds holding JPST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Polaris Wealth Advisory Group's JPST Position: Q2 2020 in Review

Polaris Wealth Advisory Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2020, closing a stake of 538,245 shares — an estimated $26.7M sold.

Polaris Wealth Advisory Group first reported a position in JPST in Q4 2018 and held it in 6 quarters. The position peaked at $38.9M in Q2 2019. 537 funds tracked by Wall St. Rank hold JPST as of Q2 2020.

Polaris Wealth Advisory Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 538,245 JPMorgan Ultra-Short Income ETF shares in Q2 2020, an estimated $26.7M.
Polaris Wealth Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 6 quarters.
Polaris Wealth Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $38.9M in Q2 2019.
537 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2020, filed 13 Jul 2020.