Baron Silver Stevens Financial Advisors’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
Q1 | – | Sell |
-4,052
| Closed | -$204K | – | 126 |
|
|
2024
Q4 | $204K | Sell |
4,052
-60
| -1% | -$3.02K | 0.03% | 122 |
|
|
2024
Q3 | $209K | Sell |
4,112
-95
| -2% | -$4.82K | 0.04% | 117 |
|
|
2024
Q2 | $212K | Buy |
+4,207
| New | +$212K | 0.04% | 107 |
|
|
2024
Q1 | – | Sell |
-4,993
| Closed | -$251K | – | 128 |
|
|
2023
Q4 | $251K | Sell |
4,993
-665
| -12% | -$33.4K | 0.05% | 96 |
|
|
2023
Q3 | $284K | Sell |
5,658
-1,613
| -22% | -$80.9K | 0.06% | 82 |
|
|
2023
Q2 | $365K | Buy |
7,271
+718
| +11% | +$36K | 0.08% | 72 |
|
|
2023
Q1 | $330K | Sell |
6,553
-557
| -8% | -$28K | 0.09% | 69 |
|
|
2022
Q4 | $356K | Buy |
+7,110
| New | +$356K | 0.09% | 63 |
|