Wealthspire Advisors (Maryland)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wealthspire Advisors (Maryland)’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 Q4	–	Sell	-7,516	Closed	-$379K	–	509
2019 Q3	$379K	Hold	7,516	–	–	0.03%	305
2019 Q2	$379K	Hold	7,516	–	–	0.03%	303
2019 Q1	$378K	Hold	7,516	–	–	0.03%	300
2018 Q4	$377K	Buy	+7,516	New	+$377K	0.03%	276

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s JPST Position: Q4 2019 in Review

Wealthspire Advisors (Maryland) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2019, closing a stake of 7,516 shares — an estimated $379K sold.

Wealthspire Advisors (Maryland) first reported a position in JPST in Q4 2018 and held it in 4 quarters. The position peaked at $379K in Q3 2019. 462 funds tracked by Wall St. Rank hold JPST as of Q4 2019.

Wealthspire Advisors (Maryland) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 7,516 JPMorgan Ultra-Short Income ETF shares in Q4 2019, an estimated $379K.
Wealthspire Advisors (Maryland) first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s JPMorgan Ultra-Short Income ETF position peaked at $379K in Q3 2019.
462 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.