APP
Avantax Planning Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,875
| Closed | -$647K | – | 469 |
|
|
2023
Q4 | $647K | Sell |
12,875
-2,871
| -18% | -$144K | 0.02% | 211 |
|
|
2023
Q3 | $790K | Sell |
15,746
-2,692
| -15% | -$135K | 0.03% | 182 |
|
|
2023
Q2 | $924K | Sell |
18,438
-97
| -0.5% | -$4.86K | 0.04% | 168 |
|
|
2023
Q1 | $933K | Buy |
18,535
+1,098
| +6% | +$55.3K | 0.04% | 173 |
|
|
2022
Q4 | $874K | Sell |
17,437
-466
| -3% | -$23.4K | 0.03% | 181 |
|
|
2022
Q3 | $898K | Buy |
17,903
+1,994
| +13% | +$100K | 0.04% | 162 |
|
|
2022
Q2 | $797K | Sell |
15,909
-1,041
| -6% | -$52.2K | 0.03% | 178 |
|
|
2022
Q1 | $852K | Sell |
16,950
-1,000
| -6% | -$50.3K | 0.03% | 175 |
|
|
2021
Q4 | $906K | Sell |
17,950
-741
| -4% | -$37.4K | 0.04% | 166 |
|
|
2021
Q3 | $948K | Sell |
18,691
-39
| -0.2% | -$1.98K | 0.04% | 146 |
|
|
2021
Q2 | $950K | Buy |
18,730
+2,143
| +13% | +$109K | 0.04% | 140 |
|
|
2021
Q1 | $842K | Buy |
+16,587
| New | +$842K | 0.04% | 143 |
|
|
2020
Q4 | – | Sell |
-14,238
| Closed | -$723K | – | 299 |
|
|
2020
Q3 | $723K | Sell |
14,238
-5,275
| -27% | -$268K | 0.04% | 150 |
|
|
2020
Q2 | $990K | Buy |
19,513
+13,851
| +245% | +$703K | 0.06% | 120 |
|
|
2020
Q1 | $281K | Sell |
5,662
-86
| -1% | -$4.27K | 0.02% | 213 |
|
|
2019
Q4 | $290K | Sell |
5,748
-309
| -5% | -$15.6K | 0.02% | 237 |
|
|
2019
Q3 | $305K | Buy |
6,057
+56
| +0.9% | +$2.82K | 0.02% | 229 |
|
|
2019
Q2 | $303K | Sell |
6,001
-4,441
| -43% | -$224K | 0.02% | 229 |
|
|
2019
Q1 | $525K | Buy |
10,442
+2,098
| +25% | +$105K | 0.04% | 157 |
|
|
2018
Q4 | $418K | Buy |
8,344
+7,303
| +702% | +$366K | 0.03% | 161 |
|
|
2018
Q3 | $52K | Buy |
+1,041
| New | +$52K | ﹤0.01% | 478 |
|