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Squar Milner Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Squar Milner Financial 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
Q1 		– Sell
-29,687
Closed -$1.5M – 824
2019
Q4 		$1.5M Buy
+29,687
New +$1.5M 0.75% 18

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

Squar Milner Financial Services's JPST Position: Q1 2020 in Review

Squar Milner Financial Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2020, closing a stake of 29,687 shares — an estimated $1.5M sold.

Squar Milner Financial Services first reported a position in JPST in Q4 2019 and held it in 1 quarter. The position peaked at $1.5M in Q4 2019. 471 funds tracked by Wall St. Rank hold JPST as of Q1 2020.

  • Squar Milner Financial Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 29,687 JPMorgan Ultra-Short Income ETF shares in Q1 2020, an estimated $1.5M.
  • Squar Milner Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $1.5M in Q4 2019.
  • 471 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.