Stone House Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stone House Investment 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
2019 Q2	–	Sell	-3,325	Closed	-$167K	–	126
2019 Q1	$167K	Buy	+3,325	New	+$167K	0.09%	49
2018 Q3	–	Sell	-4,390	Closed	-$220K	–	54
2018 Q2	$220K	Sell	4,390 -510	-10%	-$25.6K	0.14%	45
2018 Q1	$245K	Sell	4,900 -808	-14%	-$40.5K	0.16%	40
2017 Q4	$286K	Buy	+5,708	New	+$286K	0.19%	32

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stone House Investment Management's JPST Position: Q2 2019 in Review

Stone House Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2019, closing a stake of 3,325 shares — an estimated $167K sold.

Stone House Investment Management first reported a position in JPST in Q4 2017 and held it in 4 quarters. The position peaked at $286K in Q4 2017. 360 funds tracked by Wall St. Rank hold JPST as of Q2 2019.

Stone House Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2019 after selling out during the quarter.
Stone House Investment Management sold 3,325 JPMorgan Ultra-Short Income ETF shares in Q2 2019, an estimated $167K.
Stone House Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2017 and held it in 4 quarters.
Stone House Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $286K in Q4 2017.
360 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.