Vickerman & Driscoll Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Vickerman & Driscoll 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
2020 Q1	$10.9M	Sell	219,030 -23,332	-10%	-$1.17M	6.68%	3
2019 Q4	$12.2M	Buy	242,362 +18,478	+8%	+$933K	6.18%	2
2019 Q3	$11.3M	Buy	223,884 +1,000	+0.4%	+$50.5K	6.19%	2
2019 Q2	$11.2M	Buy	222,884 +5,102	+2%	+$257K	6.23%	1
2019 Q1	$11M	Buy	+217,782	New	+$10.9M	6.18%	1

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GBBWRPM

Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's JPST Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.6% in Q1 2020, selling an estimated $1.17M and leaving 219,030 shares worth $10.9M. The position accounts for 6.68% of the portfolio, ranked #3.

Vickerman & Driscoll Financial Advisors first reported a position in JPST in Q1 2019 and has held it in 5 quarters since. The position peaked at $12.2M in Q4 2019. 471 funds tracked by Wall St. Rank hold JPST as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 219,030 shares of JPMorgan Ultra-Short Income ETF worth $10.9M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 23,332 JPMorgan Ultra-Short Income ETF shares in Q1 2020, an estimated $1.17M.
JPMorgan Ultra-Short Income ETF made up 6.68% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #3 holding.
Vickerman & Driscoll Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 5 quarters since.
Vickerman & Driscoll Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $12.2M in Q4 2019.
471 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.