Beacon Harbor Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $823K | Sell |
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|
2022
Q4 | $13.3M | Buy |
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|
2022
Q2 | $5.49M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $612K | Sell |
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|
2020
Q3 | $26.8M | Buy |
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|
2020
Q2 | $14.2M | Buy |
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|
2020
Q1 | $651K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $19M | Buy |
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