AWA
Amplius Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,502
| Closed | -$226K | – | 183 |
|
|
2023
Q4 | $226K | Sell |
4,502
-1,834
| -29% | -$92.1K | 0.03% | 156 |
|
|
2023
Q3 | $318K | Sell |
6,336
-6,278
| -50% | -$315K | 0.04% | 115 |
|
|
2023
Q2 | $632K | Sell |
12,614
-2,459
| -16% | -$123K | 0.09% | 85 |
|
|
2023
Q1 | $758K | Sell |
15,073
-7,438
| -33% | -$374K | 0.11% | 79 |
|
|
2022
Q4 | $1.13M | Sell |
22,511
-13,771
| -38% | -$690K | 0.18% | 67 |
|
|
2022
Q3 | $1.82M | Sell |
36,282
-13,359
| -27% | -$670K | 0.33% | 43 |
|
|
2022
Q2 | $2.49M | Sell |
49,641
-252,605
| -84% | -$12.7M | 0.4% | 42 |
|
|
2022
Q1 | $15.2M | Sell |
302,246
-349,439
| -54% | -$17.6M | 2.34% | 14 |
|
|
2021
Q4 | $32.9M | Buy |
+651,685
| New | +$32.9M | 4.54% | 6 |
|