AWS
Aspen Wealth Strategies’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 | $1.32M | Buy |
26,125
+9,658
| +59% | +$489K | 0.8% | 21 |
|
|
2025
Q1 | $834K | Sell |
16,467
-7,816
| -32% | -$396K | 0.55% | 32 |
|
|
2024
Q4 | $1.22M | Sell |
24,283
-2,753
| -10% | -$139K | 0.78% | 21 |
|
|
2024
Q3 | $1.37M | Buy |
27,036
+261
| +1% | +$13.2K | 0.88% | 17 |
|
|
2024
Q2 | $1.35M | Sell |
26,775
-4,472
| -14% | -$226K | 0.94% | 17 |
|
|
2024
Q1 | $1.58M | Buy |
31,247
+5,729
| +22% | +$289K | 1.09% | 16 |
|
|
2023
Q4 | $1.28M | Sell |
25,518
-4,046
| -14% | -$203K | 0.93% | 22 |
|
|
2023
Q3 | $1.48M | Buy |
29,564
+2,211
| +8% | +$111K | 1.16% | 15 |
|
|
2023
Q2 | $1.37M | Sell |
27,353
-11,007
| -29% | -$552K | 1.04% | 15 |
|
|
2023
Q1 | $1.93M | Buy |
38,360
+5,857
| +18% | +$295K | 1.5% | 12 |
|
|
2022
Q4 | $1.63M | Buy |
+32,503
| New | +$1.63M | 1.3% | 13 |
|