Strategic Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Strategic Investment 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
2020 Q3	–	Sell	-84,587	Closed	-$4.29M	–	182
2020 Q2	$4.29M	Buy	84,587 +21,507	+34%	+$1.08M	1.62%	16
2020 Q1	$3.13M	Buy	63,080 +858	+1%	+$43.1K	1.44%	20
2019 Q4	$3.14M	Buy	62,222 +4,972	+9%	+$251K	1.3%	20
2019 Q3	$2.9M	Buy	57,250 +5,118	+10%	+$258K	1.39%	21
2019 Q2	$2.63M	Buy	52,132 +29,226	+128%	+$1.47M	1.43%	20
2019 Q1	$1.15M	Buy	+22,906	New	+$1.15M	0.79%	36

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

Strategic Investment Advisors's JPST Position: Q3 2020 in Review

Strategic Investment Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2020, closing a stake of 84,587 shares — an estimated $4.29M sold.

Strategic Investment Advisors first reported a position in JPST in Q1 2019 and held it in 6 quarters. The position peaked at $4.29M in Q2 2020. 586 funds tracked by Wall St. Rank hold JPST as of Q3 2020.

Strategic Investment Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2020 after selling out during the quarter.
Strategic Investment Advisors sold 84,587 JPMorgan Ultra-Short Income ETF shares in Q3 2020, an estimated $4.29M.
Strategic Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 6 quarters.
Strategic Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.29M in Q2 2020.
586 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2020.

Based on Strategic Investment Advisors's 13F filing for Q3 2020, filed 14 Oct 2020.