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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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RDA Financial Network's JPST Position: Q4 2020 in Review

RDA Financial Network sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2020, closing a stake of 15,408 shares — an estimated $783K sold.

RDA Financial Network first reported a position in JPST in Q1 2019 and held it in 6 quarters. The position peaked at $1.34M in Q2 2019. 663 funds tracked by Wall St. Rank hold JPST as of Q4 2020.

  • RDA Financial Network reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2020 after selling out during the quarter.
  • RDA Financial Network sold 15,408 JPMorgan Ultra-Short Income ETF shares in Q4 2020, an estimated $783K.
  • RDA Financial Network first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 6 quarters.
  • RDA Financial Network's JPMorgan Ultra-Short Income ETF position peaked at $1.34M in Q2 2019.
  • 663 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2020.

Based on RDA Financial Network's 13F filing for Q4 2020, filed 5 Feb 2021.