Andesa Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $339K | Buy |
12,340
+7,215
| +141% | +$198K | 0.17% | 90 |
|
|
2022
Q4 | $257K | Buy |
+5,125
| New | +$257K | 0.14% | 128 |
|
|
2022
Q1 | – | Sell |
-6,890
| Closed | -$348K | – | 155 |
|
|
2021
Q4 | $348K | Hold |
6,890
| – | – | 0.17% | 111 |
|
|
2021
Q3 | $350K | Sell |
6,890
-6,890
| -50% | -$350K | 0.19% | 106 |
|
|
2021
Q2 | $700K | Buy |
13,780
+2,750
| +25% | +$140K | 0.21% | 78 |
|
|
2021
Q1 | $560K | Sell |
11,030
-1,015
| -8% | -$51.5K | 0.18% | 83 |
|
|
2020
Q4 | $611K | Sell |
12,045
-17,145
| -59% | -$870K | 0.4% | 63 |
|
|
2020
Q3 | $1.48M | Buy |
+29,190
| New | +$1.48M | 0.61% | 48 |
|