BCGM 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 | $250K | Sell |
4,934
-3
| -0.1% | -$152 | 0.07% | 147 |
|
|
2025
Q1 | $250K | Sell |
4,937
-5,615
| -53% | -$284K | 0.08% | 141 |
|
|
2024
Q4 | $532K | Buy |
10,552
+1,226
| +13% | +$61.8K | 0.17% | 95 |
|
|
2024
Q3 | $473K | Sell |
9,326
-158
| -2% | -$8.02K | 0.15% | 97 |
|
|
2024
Q2 | $479K | Sell |
9,484
-2,263
| -19% | -$114K | 0.17% | 96 |
|
|
2024
Q1 | $593K | Buy |
11,747
+1,329
| +13% | +$67K | 0.21% | 84 |
|
|
2023
Q4 | $523K | Buy |
10,418
+777
| +8% | +$39K | 0.21% | 76 |
|
|
2023
Q3 | $484K | Buy |
9,641
+3,309
| +52% | +$166K | 0.22% | 70 |
|
|
2023
Q2 | $318K | Buy |
6,332
+1,769
| +39% | +$88.7K | 0.14% | 92 |
|
|
2023
Q1 | $230K | Sell |
4,563
-2,327
| -34% | -$117K | 0.12% | 94 |
|
|
2022
Q4 | $345K | Buy |
6,890
+34
| +0.5% | +$1.7K | 0.17% | 80 |
|
|
2022
Q3 | $343K | Sell |
6,856
-28
| -0.4% | -$1.4K | 0.17% | 79 |
|
|
2022
Q2 | $345K | Sell |
6,884
-1,985
| -22% | -$99.5K | 0.18% | 79 |
|
|
2022
Q1 | $445K | Buy |
8,869
+109
| +1% | +$5.47K | 0.24% | 68 |
|
|
2021
Q4 | $442K | Buy |
8,760
+24
| +0.3% | +$1.21K | 0.24% | 70 |
|
|
2021
Q3 | $442K | Sell |
8,736
-168
| -2% | -$8.5K | 0.25% | 67 |
|
|
2021
Q2 | $452K | Buy |
8,904
+218
| +3% | +$11.1K | 0.27% | 64 |
|
|
2021
Q1 | $441K | Buy |
8,686
+41
| +0.5% | +$2.08K | 0.3% | 60 |
|
|
2020
Q4 | $439K | Buy |
+8,645
| New | +$439K | 0.31% | 58 |
|