Arbor Trust Wealth Advisors’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 | $374K | Buy |
+7,381
| New | +$374K | 0.18% | 68 |
|
|
2023
Q1 | – | Sell |
-10,989
| Closed | -$552K | – | 100 |
|
|
2022
Q4 | $552K | Sell |
10,989
-15,968
| -59% | -$803K | 0.38% | 52 |
|
|
2022
Q3 | $1.35M | Sell |
26,957
-11,013
| -29% | -$552K | 1.03% | 31 |
|
|
2022
Q2 | $1.9M | Buy |
37,970
+6,205
| +20% | +$311K | 1.33% | 28 |
|
|
2022
Q1 | $1.6M | Buy |
31,765
+1,300
| +4% | +$65.4K | 0.96% | 28 |
|
|
2021
Q4 | $1.54M | Sell |
30,465
-3,300
| -10% | -$167K | 0.89% | 34 |
|
|
2021
Q3 | $1.71M | Hold |
33,765
| – | – | 1.07% | 31 |
|
|
2021
Q2 | $1.71M | Buy |
33,765
+315
| +0.9% | +$16K | 1.08% | 29 |
|
|
2021
Q1 | $1.7M | Sell |
33,450
-2,244
| -6% | -$114K | 1.14% | 28 |
|
|
2020
Q4 | $1.81M | Buy |
35,694
+1,507
| +4% | +$76.6K | 1.32% | 27 |
|
|
2020
Q3 | $1.74M | Buy |
34,187
+1,752
| +5% | +$89K | 1.5% | 24 |
|
|
2020
Q2 | $1.65M | Buy |
32,435
+5,500
| +20% | +$279K | 1.49% | 22 |
|
|
2020
Q1 | $1.34M | Buy |
26,935
+12,935
| +92% | +$643K | 1.41% | 25 |
|
|
2019
Q4 | $708K | Buy |
+14,000
| New | +$708K | 0.61% | 46 |
|