AO
Advisor OS’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,707
| Closed | -$386K | – | 302 |
|
|
2023
Q2 | $386K | Buy |
+7,707
| New | +$386K | 0.06% | 215 |
|
|
2020
Q4 | – | Sell |
-32,312
| Closed | -$1.64M | – | 148 |
|
|
2020
Q3 | $1.64M | Sell |
32,312
-108,710
| -77% | -$5.52M | 0.69% | 22 |
|
|
2020
Q2 | $7.15M | Buy |
+141,022
| New | +$7.15M | 4.27% | 5 |
|