Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,269
| Closed | -$318K | – | 75 |
|
|
2020
Q3 | $318K | Sell |
6,269
-462
| -7% | -$23.4K | 0.14% | 65 |
|
|
2020
Q2 | $341K | Sell |
6,731
-8,692
| -56% | -$440K | 0.15% | 63 |
|
|
2020
Q1 | $766K | Sell |
15,423
-897
| -5% | -$44.6K | 0.38% | 35 |
|
|
2019
Q4 | $825K | Buy |
16,320
+138
| +0.9% | +$6.98K | 0.34% | 41 |
|
|
2019
Q3 | $816K | Buy |
16,182
+94
| +0.6% | +$4.74K | 0.35% | 42 |
|
|
2019
Q2 | $811K | Buy |
16,088
+97
| +0.6% | +$4.89K | 0.36% | 42 |
|
|
2019
Q1 | $804K | Buy |
15,991
+75
| +0.5% | +$3.77K | 0.37% | 41 |
|
|
2018
Q4 | $798K | Buy |
15,916
+4,919
| +45% | +$247K | 0.4% | 37 |
|
|
2018
Q3 | $552K | Buy |
+10,997
| New | +$552K | 0.26% | 49 |
|