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Traverso Chambers Private Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Traverso Chambers Private 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
2020
Q1 		– Sell
-235,976
Closed -$11.9M – 106
2019
Q4 		$11.9M Buy
+235,976
New +$11.9M 5.06% 6

Other funds holding JPST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

Traverso Chambers Private Wealth Management's JPST Position: Q1 2020 in Review

Traverso Chambers Private Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2020, closing a stake of 235,976 shares — an estimated $11.9M sold.

Traverso Chambers Private Wealth Management first reported a position in JPST in Q4 2019 and held it in 1 quarter. The position peaked at $11.9M in Q4 2019. 471 funds tracked by Wall St. Rank hold JPST as of Q1 2020.

  • Traverso Chambers Private Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2020 after selling out during the quarter.
  • Traverso Chambers Private Wealth Management sold 235,976 JPMorgan Ultra-Short Income ETF shares in Q1 2020, an estimated $11.9M.
  • Traverso Chambers Private Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and held it in 1 quarter.
  • Traverso Chambers Private Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $11.9M in Q4 2019.
  • 471 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2020.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.