Shine Investment Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Shine Investment Advisory Services’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 Q3	$108K	Hold	2,125	–	–	0.04%	185
2020 Q2	$108K	Hold	2,125	–	–	0.04%	186
2020 Q1	$106K	Sell	2,125 -7,650	-78%	-$385K	0.05%	171
2019 Q4	$493K	Hold	9,775	–	–	0.2%	68
2019 Q3	$493K	Sell	9,775 -20,060	-67%	-$1.01M	0.23%	61
2019 Q2	$1.5M	Sell	29,835 -41,662	-58%	-$2.1M	0.7%	24
2019 Q1	$3.6M	Sell	71,497 -57,619	-45%	-$2.9M	1.67%	13
2018 Q4	$6.47M	Buy	+129,116	New	+$6.48M	3.19%	8

Other funds holding JPST

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Shine Investment Advisory Services's JPST Position: Q3 2020 in Review

Shine Investment Advisory Services held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2020 at 2,125 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #185.

Shine Investment Advisory Services first reported a position in JPST in Q4 2018 and has held it in 8 quarters since. The position peaked at $6.47M in Q4 2018. 586 funds tracked by Wall St. Rank hold JPST as of Q3 2020.

Shine Investment Advisory Services held 2,125 shares of JPMorgan Ultra-Short Income ETF worth $108K as of Q3 2020.
Shine Investment Advisory Services left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2020.
JPMorgan Ultra-Short Income ETF made up 0.04% of Shine Investment Advisory Services's portfolio in Q3 2020, its #185 holding.
Shine Investment Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 8 quarters since.
Shine Investment Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $6.47M in Q4 2018.
586 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.