Atticus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Buy |
10,797
+1,021
| +10% | +$51.7K | 0.15% | 85 |
|
|
2025
Q1 | $495K | Buy |
9,776
+5
| +0.1% | +$253 | 0.16% | 74 |
|
|
2024
Q4 | $492K | Sell |
9,771
-1,874
| -16% | -$94.4K | 0.15% | 70 |
|
|
2024
Q3 | $591K | Sell |
11,645
-73,706
| -86% | -$3.74M | 0.19% | 63 |
|
|
2024
Q2 | $4.31M | Buy |
85,351
+10,771
| +14% | +$544K | 1.41% | 12 |
|
|
2024
Q1 | $3.76M | Buy |
74,580
+3,850
| +5% | +$194K | 1.23% | 15 |
|
|
2023
Q4 | $3.55M | Buy |
70,730
+22,718
| +47% | +$1.14M | 1.25% | 14 |
|
|
2023
Q3 | $2.41M | Buy |
48,012
+3,214
| +7% | +$161K | 0.92% | 19 |
|
|
2023
Q2 | $2.25M | Buy |
+44,798
| New | +$2.25M | 0.83% | 22 |
|
|
2022
Q2 | – | Sell |
-2,490
| Closed | -$125K | – | 620 |
|
|
2022
Q1 | $125K | Hold |
2,490
| – | – | 0.05% | 180 |
|
|
2021
Q4 | $126K | Hold |
2,490
| – | – | 0.05% | 149 |
|
|
2021
Q3 | $126K | Sell |
2,490
-1
| -0% | -$51 | 0.06% | 134 |
|
|
2021
Q2 | $126K | Sell |
2,491
-210
| -8% | -$10.6K | 0.05% | 148 |
|
|
2021
Q1 | $137K | Sell |
2,701
-8,874
| -77% | -$450K | 0.07% | 135 |
|
|
2020
Q4 | $588K | Sell |
11,575
-4,571
| -28% | -$232K | 0.3% | 52 |
|
|
2020
Q3 | $820K | Buy |
16,146
+15,346
| +1,918% | +$779K | 0.49% | 45 |
|
|
2020
Q2 | $41K | Buy |
+800
| New | +$41K | 0.03% | 181 |
|