Beaumont 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
Q2 | $780K | Buy |
15,384
+572
| +4% | +$29K | 0.06% | 173 |
|
|
2025
Q1 | $750K | Sell |
14,812
-6,563
| -31% | -$332K | 0.06% | 178 |
|
|
2024
Q4 | $1.08M | Buy |
21,375
+2,501
| +13% | +$126K | 0.08% | 143 |
|
|
2024
Q3 | $958K | Buy |
18,874
+383
| +2% | +$19.4K | 0.07% | 149 |
|
|
2024
Q2 | $933K | Sell |
18,491
-818
| -4% | -$41.3K | 0.07% | 152 |
|
|
2024
Q1 | $974K | Sell |
19,309
-23,121
| -54% | -$1.17M | 0.08% | 150 |
|
|
2023
Q4 | $2.13M | Sell |
42,430
-34,675
| -45% | -$1.74M | 0.19% | 77 |
|
|
2023
Q3 | $3.87M | Buy |
77,105
+57,721
| +298% | +$2.9M | 0.39% | 49 |
|
|
2023
Q2 | $972K | Buy |
19,384
+1,344
| +7% | +$67.4K | 0.09% | 137 |
|
|
2023
Q1 | $908K | Sell |
18,040
-46
| -0.3% | -$2.32K | 0.09% | 131 |
|
|
2022
Q4 | $907K | Buy |
+18,086
| New | +$907K | 0.09% | 133 |
|