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Stuart Chaussee & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stuart Chaussee & Associates’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
Q1 		– Sell
-619,540
Closed -$31.1M – 129
2018
Q4 		$31.1M Buy
+619,540
New +$31.1M 23.66% 2

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stuart Chaussee & Associates's JPST Position: Q1 2019 in Review

Stuart Chaussee & Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2019, closing a stake of 619,540 shares — an estimated $31.1M sold.

Stuart Chaussee & Associates first reported a position in JPST in Q4 2018 and held it in 1 quarter. The position peaked at $31.1M in Q4 2018. 331 funds tracked by Wall St. Rank hold JPST as of Q1 2019.

  • Stuart Chaussee & Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2019 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 619,540 JPMorgan Ultra-Short Income ETF shares in Q1 2019, an estimated $31.1M.
  • Stuart Chaussee & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 1 quarter.
  • Stuart Chaussee & Associates's JPMorgan Ultra-Short Income ETF position peaked at $31.1M in Q4 2018.
  • 331 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2019.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2019, filed 8 May 2019.