BTWM
Baker Tilly Wealth Management’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 | $424K | Sell |
8,364
-14,710
| -64% | -$746K | 0.15% | 141 |
|
|
2025
Q1 | $1.17M | Buy |
23,074
+788
| +4% | +$39.9K | 0.46% | 47 |
|
|
2024
Q4 | $1.12M | Sell |
22,286
-510
| -2% | -$25.7K | 0.44% | 45 |
|
|
2024
Q3 | $1.16M | Sell |
22,796
-27,205
| -54% | -$1.38M | 0.51% | 37 |
|
|
2024
Q2 | $2.52M | Sell |
50,001
-344,014
| -87% | -$17.4M | 1.03% | 16 |
|
|
2024
Q1 | $19.9M | Buy |
394,015
+24,379
| +7% | +$1.23M | 3.59% | 3 |
|
|
2023
Q4 | $18.6M | Sell |
369,636
-47,088
| -11% | -$2.37M | 3.05% | 3 |
|
|
2023
Q3 | $20.9M | Buy |
416,724
+5,981
| +1% | +$300K | 3.45% | 3 |
|
|
2023
Q2 | $20.6M | Buy |
410,743
+49,610
| +14% | +$2.49M | 2.16% | 6 |
|
|
2023
Q1 | $18.2M | Buy |
361,133
+159,860
| +79% | +$8.04M | 2.04% | 6 |
|
|
2022
Q4 | $10.1M | Sell |
201,273
-96,267
| -32% | -$4.83M | 1.24% | 9 |
|
|
2022
Q3 | $14.9M | Buy |
297,540
+4,081
| +1% | +$205K | 2.03% | 7 |
|
|
2022
Q2 | $14.7M | Sell |
293,459
-35,006
| -11% | -$1.75M | 1.93% | 7 |
|
|
2022
Q1 | $16.5M | Sell |
328,465
-8,092
| -2% | -$407K | 1.83% | 7 |
|
|
2021
Q4 | $17M | Buy |
+336,557
| New | +$17M | 1.82% | 7 |
|