Alliance Wealth Advisors (Utah)’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 |
-300,569
| Closed | -$15.2M | – | 281 |
|
|
2025
Q1 | $15.2M | Buy |
300,569
+25,144
| +9% | +$1.27M | 3.97% | 1 |
|
|
2024
Q4 | $13.9M | Buy |
275,425
+393
| +0.1% | +$19.8K | 3.58% | 1 |
|
|
2024
Q3 | $14M | Buy |
275,032
+14,583
| +6% | +$740K | 3.67% | 1 |
|
|
2024
Q2 | $13.1M | Buy |
260,449
+6,902
| +3% | +$348K | 3.86% | 2 |
|
|
2024
Q1 | $12.8M | Buy |
253,547
+31,354
| +14% | +$1.58M | 3.82% | 3 |
|
|
2023
Q4 | $11.2M | Sell |
222,193
-1,066
| -0.5% | -$53.5K | 3.75% | 2 |
|
|
2023
Q3 | $11.2M | Buy |
223,259
+19,548
| +10% | +$981K | 4.15% | 2 |
|
|
2023
Q2 | $10.2M | Buy |
203,711
+26,546
| +15% | +$1.33M | 3.79% | 3 |
|
|
2023
Q1 | $8.91M | Buy |
177,165
+28,445
| +19% | +$1.43M | 3.59% | 3 |
|
|
2022
Q4 | $7.46M | Buy |
+148,720
| New | +$7.46M | 3.35% | 2 |
|