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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-30,776
Closed -$1.56M 116
2025
Q1
$1.56M Sell
30,776
-2,790
-8% -$141K 0.92% 32
2024
Q4
$1.69M Buy
33,566
+9,448
+39% +$476K 1.11% 23
2024
Q3
$1.22M Sell
24,118
-1,654
-6% -$83.9K 0.93% 23
2024
Q2
$1.3M Buy
25,772
+1,167
+5% +$58.9K 1.07% 22
2024
Q1
$1.24M Buy
24,605
+2,874
+13% +$145K 1.08% 21
2023
Q4
$1.09M Buy
+21,731
New +$1.09M 0.99% 22