RFN
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RDA Financial Network’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

RDA Financial Network’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
Q4 		– Sell
-15,408
Closed -$783K – 239
2020
Q3 		$783K Sell
15,408
-100
-0.6% -$5.08K 0.35% 74
2020
Q2 		$787K Sell
15,508
-100
-0.6% -$5.04K 0.39% 70
2020
Q1 		$775K Buy
15,608
+39
+0.3% +$1.96K 0.47% 61
2019
Q4 		$787K Buy
+15,569
New +$786K 0.32% 79
2019
Q3 		– Sell
-26,541
Closed -$1.34M – 247
2019
Q2 		$1.34M Buy
26,541
+3,116
+13% +$157K 0.6% 39
2019
Q1 		$1.18M Buy
+23,425
New +$1.18M 0.56% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return