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Valeo Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-157
Closed -$8K – 1190
2021
Q1 		$8K Sell
157
-1,264
-89% -$64.2K ﹤0.01% 1422
2020
Q4 		$72K Buy
+1,421
New +$72.2K ﹤0.01% 659
2020
Q3 		– Sell
-258
Closed -$13K – 1885
2020
Q2 		$13K Sell
258
-688
-73% -$34.7K ﹤0.01% 1195
2020
Q1 		$47K Buy
946
+257
+37% +$12.9K 0.01% 630
2019
Q4 		$35K Sell
689
-2,343
-77% -$118K ﹤0.01% 771
2019
Q3 		$153K Buy
3,032
+688
+29% +$34.7K 0.02% 344
2019
Q2 		$118K Buy
+2,344
New +$118K 0.01% 396

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return