Accel Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,029
| Closed | -$51.8K | – | 539 |
|
|
2023
Q1 | $51.8K | Hold |
1,029
| – | – | 0.02% | 471 |
|
|
2022
Q4 | $51.6K | Hold |
1,029
| – | – | 0.02% | 354 |
|
|
2022
Q3 | $52K | Sell |
1,029
-150
| -13% | -$7.58K | 0.03% | 353 |
|
|
2022
Q2 | $59K | Hold |
1,179
| – | – | 0.03% | 319 |
|
|
2022
Q1 | $59K | Sell |
1,179
-800
| -40% | -$40K | 0.03% | 338 |
|
|
2021
Q4 | $100K | Sell |
1,979
-119
| -6% | -$6.01K | 0.05% | 257 |
|
|
2021
Q3 | $106K | Hold |
2,098
| – | – | 0.07% | 216 |
|
|
2021
Q2 | $106K | Sell |
2,098
-70
| -3% | -$3.54K | 0.07% | 228 |
|
|
2021
Q1 | $110K | Hold |
2,168
| – | – | 0.09% | 202 |
|
|
2020
Q4 | $110K | Buy |
+2,168
| New | +$110K | 0.1% | 193 |
|