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Ropes Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ropes Wealth Advisors’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 		– Sell
-942
Closed -$47K – 572
2019
Q1 		$47K Buy
+942
New +$47.3K 0.01% 339

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

Ropes Wealth Advisors's JPST Position: Q2 2019 in Review

Ropes Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2019, closing a stake of 942 shares — an estimated $47K sold.

Ropes Wealth Advisors first reported a position in JPST in Q1 2019 and held it in 1 quarter. The position peaked at $47K in Q1 2019. 360 funds tracked by Wall St. Rank hold JPST as of Q2 2019.

  • Ropes Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 942 JPMorgan Ultra-Short Income ETF shares in Q2 2019, an estimated $47K.
  • Ropes Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 1 quarter.
  • Ropes Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $47K in Q1 2019.
  • 360 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2019.

Based on Ropes Wealth Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.