APW
Acima Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $921K | Buy |
18,178
+3,962
| +28% | +$201K | 0.31% | 50 |
|
2025
Q1 | $720K | Buy |
14,216
+1,125
| +9% | +$57K | 0.26% | 57 |
|
2024
Q4 | $659K | Hold |
13,091
| – | – | 0.22% | 67 |
|
2024
Q3 | $664K | Sell |
13,091
-1,182
| -8% | -$60K | 0.22% | 64 |
|
2024
Q2 | $720K | Hold |
14,273
| – | – | 0.26% | 58 |
|
2024
Q1 | $720K | Sell |
14,273
-1,354
| -9% | -$68.3K | 0.27% | 64 |
|
2023
Q4 | $785K | Hold |
15,627
| – | – | 0.31% | 62 |
|
2023
Q3 | $784K | Hold |
15,627
| – | – | 0.35% | 63 |
|
2023
Q2 | $784K | Buy |
15,627
+4,979
| +47% | +$250K | 0.38% | 61 |
|
2023
Q1 | $536K | Hold |
10,648
| – | – | 0.26% | 76 |
|
2022
Q4 | $534K | Sell |
10,648
-41,526
| -80% | -$2.08M | 0.27% | 75 |
|
2022
Q3 | $2.62M | Hold |
52,174
| – | – | 1.35% | 24 |
|
2022
Q2 | $2.61M | Sell |
52,174
-19,703
| -27% | -$987K | 1.3% | 25 |
|
2022
Q1 | $3.61M | Sell |
71,877
-6,513
| -8% | -$327K | 1.67% | 17 |
|
2021
Q4 | $3.96M | Sell |
78,390
-28,588
| -27% | -$1.44M | 1.7% | 19 |
|
2021
Q3 | $5.43M | Buy |
106,978
+20,747
| +24% | +$1.05M | 2.49% | 7 |
|
2021
Q2 | $4.38M | Buy |
86,231
+6,007
| +7% | +$305K | 2.01% | 17 |
|
2021
Q1 | $4.07M | Buy |
80,224
+25,039
| +45% | +$1.27M | 2% | 15 |
|
2020
Q4 | $2.8M | Buy |
55,185
+22,465
| +69% | +$1.14M | 1.45% | 23 |
|
2020
Q3 | $1.66M | Buy |
32,720
+5,412
| +20% | +$275K | 1% | 29 |
|
2020
Q2 | $1.39M | Buy |
27,308
+20,610
| +308% | +$1.05M | 0.89% | 32 |
|
2020
Q1 | $333K | Sell |
6,698
-1,644
| -20% | -$81.7K | 0.26% | 84 |
|
2019
Q4 | $421K | Sell |
8,342
-2,346
| -22% | -$118K | 0.29% | 84 |
|
2019
Q3 | $538K | Sell |
10,688
-1,285
| -11% | -$64.7K | 0.41% | 64 |
|
2019
Q2 | $603K | Sell |
11,973
-8,325
| -41% | -$419K | 0.48% | 55 |
|
2019
Q1 | $1.02M | Sell |
20,298
-9,856
| -33% | -$496K | 0.87% | 26 |
|
2018
Q4 | $1.51M | Buy |
+30,154
| New | +$1.51M | 1.48% | 14 |
|