Stellar Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stellar Capital Management’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 Q2	$458K	Buy	9,025 +1,830	+25%	+$92.2K	0.31%	52
2020 Q1	$357K	Sell	7,195 -143	-2%	-$7.19K	0.29%	57
2019 Q4	$370K	Sell	7,338 -488	-6%	-$24.6K	0.22%	68
2019 Q3	$395K	Sell	7,826 -399	-5%	-$20.1K	0.25%	64
2019 Q2	$414K	Hold	8,225	–	–	0.27%	67
2019 Q1	$414K	Buy	+8,225	New	+$413K	0.27%	67

Other funds holding JPST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AssetMark Inc Concord, California $49B AUM 17.78% 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

RJFSA

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

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

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

Stellar Capital Management's JPST Position: Q2 2020 in Review

Stellar Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 25% in Q2 2020, buying an estimated $92.2K and bringing the position to 9,025 shares worth $458K. The position accounts for 0.31% of the portfolio, ranked #52.

Stellar Capital Management first reported a position in JPST in Q1 2019 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold JPST as of Q2 2020.

Stellar Capital Management held 9,025 shares of JPMorgan Ultra-Short Income ETF worth $458K as of Q2 2020.
Stellar Capital Management bought 1,830 JPMorgan Ultra-Short Income ETF shares in Q2 2020, an estimated $92.2K.
JPMorgan Ultra-Short Income ETF made up 0.31% of Stellar Capital Management's portfolio in Q2 2020, its #52 holding.
Stellar Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 6 quarters since.
537 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2020.

Based on Stellar Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.