AWMS
Advocacy Wealth Management Services’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 | $6.01M | Buy |
118,612
+16,714
| +16% | +$847K | 0.37% | 37 |
|
|
2025
Q1 | $5.16M | Buy |
101,898
+10,956
| +12% | +$555K | 0.35% | 36 |
|
|
2024
Q4 | $4.58M | Sell |
90,942
-7,728
| -8% | -$389K | 0.35% | 33 |
|
|
2024
Q3 | $5.01M | Sell |
98,670
-19,641
| -17% | -$997K | 0.39% | 27 |
|
|
2024
Q2 | $5.97M | Sell |
118,311
-14,558
| -11% | -$735K | 0.49% | 25 |
|
|
2024
Q1 | $6.7M | Sell |
132,869
-19,482
| -13% | -$983K | 0.58% | 26 |
|
|
2023
Q4 | $7.65M | Buy |
152,351
+21,029
| +16% | +$1.06M | 0.73% | 31 |
|
|
2023
Q3 | $6.59M | Buy |
131,322
+31,339
| +31% | +$1.57M | 0.73% | 19 |
|
|
2023
Q2 | $5.01M | Buy |
99,983
+15,026
| +18% | +$753K | 0.57% | 17 |
|
|
2023
Q1 | $4.28M | Buy |
84,957
+16,068
| +23% | +$809K | 0.52% | 17 |
|
|
2022
Q4 | $3.45M | Buy |
68,889
+8,968
| +15% | +$450K | 0.46% | 20 |
|
|
2022
Q3 | $3M | Buy |
59,921
+3,622
| +6% | +$181K | 0.44% | 19 |
|
|
2022
Q2 | $2.82M | Sell |
56,299
-1,104
| -2% | -$55.3K | 0.45% | 18 |
|
|
2022
Q1 | $2.88M | Sell |
57,403
-17,204
| -23% | -$864K | 0.5% | 19 |
|
|
2021
Q4 | $3.77M | Sell |
74,607
-3,881
| -5% | -$196K | 0.63% | 17 |
|
|
2021
Q3 | $3.98M | Sell |
78,488
-8,300
| -10% | -$421K | 0.72% | 17 |
|
|
2021
Q2 | $4.4M | Sell |
86,788
-33,410
| -28% | -$1.7M | 0.82% | 14 |
|
|
2021
Q1 | $6.1M | Sell |
120,198
-14,549
| -11% | -$738K | 1.22% | 14 |
|
|
2020
Q4 | $6.84M | Sell |
134,747
-6,366
| -5% | -$323K | 1.02% | 15 |
|
|
2020
Q3 | $7.16M | Buy |
141,113
+62,087
| +79% | +$3.15M | 1.15% | 13 |
|
|
2020
Q2 | $4.01M | Buy |
79,026
+39,979
| +102% | +$2.03M | 0.81% | 18 |
|
|
2020
Q1 | $1.94M | Sell |
39,047
-40,981
| -51% | -$2.03M | 0.43% | 20 |
|
|
2019
Q4 | $4.04M | Sell |
80,028
-94,944
| -54% | -$4.79M | 1.15% | 15 |
|
|
2019
Q3 | $8.82M | Buy |
174,972
+44,205
| +34% | +$2.23M | 5.88% | 4 |
|
|
2019
Q2 | $6.59M | Buy |
130,767
+79,334
| +154% | +$4M | 4.77% | 6 |
|
|
2019
Q1 | $2.59M | Buy |
+51,433
| New | +$2.59M | 2.82% | 5 |
|