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TLW Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

TLW Wealth 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
Q1 		– Sell
-540,615
Closed -$27.1M – 30
2018
Q4 		$27.1M Buy
+540,615
New +$27.1M 28% 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

TLW Wealth Management's JPST Position: Q1 2019 in Review

TLW Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2019, closing a stake of 540,615 shares — an estimated $27.1M sold.

TLW Wealth Management first reported a position in JPST in Q4 2018 and held it in 1 quarter. The position peaked at $27.1M in Q4 2018. 331 funds tracked by Wall St. Rank hold JPST as of Q1 2019.

  • TLW Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2019 after selling out during the quarter.
  • TLW Wealth Management sold 540,615 JPMorgan Ultra-Short Income ETF shares in Q1 2019, an estimated $27.1M.
  • TLW Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 1 quarter.
  • TLW Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $27.1M in Q4 2018.
  • 331 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2019.

Based on TLW Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.