TD Ameritrade Trust’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

TD Ameritrade Trust’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	$993K	Buy	19,740 +3,494	+22%	+$176K	0.35%	15
2018 Q4	$814K	Sell	16,246 -1,271	-7%	-$63.8K	0.34%	16
2018 Q3	$878K	Sell	17,517 -226	-1%	-$11.3K	0.32%	17
2018 Q2	$889K	Sell	17,743 -685	-4%	-$34.3K	0.34%	17
2018 Q1	$922K	Sell	18,428 -4,064	-18%	-$204K	0.35%	17
2017 Q4	$1.13M	Buy	+22,492	New	+$1.13M	0.42%	16

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

TD Ameritrade Trust's JPST Position: Q1 2019 in Review

TD Ameritrade Trust increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 22% in Q1 2019, buying an estimated $176K and bringing the position to 19,740 shares worth $993K. The position accounts for 0.35% of the portfolio, ranked #15.

TD Ameritrade Trust first reported a position in JPST in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2017. 331 funds tracked by Wall St. Rank hold JPST as of Q1 2019.

TD Ameritrade Trust held 19,740 shares of JPMorgan Ultra-Short Income ETF worth $993K as of Q1 2019.
TD Ameritrade Trust bought 3,494 JPMorgan Ultra-Short Income ETF shares in Q1 2019, an estimated $176K.
JPMorgan Ultra-Short Income ETF made up 0.35% of TD Ameritrade Trust's portfolio in Q1 2019, its #15 holding.
TD Ameritrade Trust first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2017 and has held it in 6 quarters since.
TD Ameritrade Trust's JPMorgan Ultra-Short Income ETF position peaked at $1.13M in Q4 2017.
331 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2019.

Based on TD Ameritrade Trust's 13F filing for Q1 2019, filed 17 Apr 2019.