BFWA
Benchmark Financial Wealth Advisors’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 | $310K | Buy |
6,118
+69
| +1% | +$3.5K | 0.1% | 87 |
|
|
2025
Q1 | $306K | Buy |
6,049
+69
| +1% | +$3.49K | 0.12% | 80 |
|
|
2024
Q4 | $301K | Buy |
+5,980
| New | +$301K | 0.1% | 78 |
|
|
2024
Q3 | – | Sell |
-7,098
| Closed | -$358K | – | 102 |
|
|
2024
Q2 | $358K | Buy |
7,098
+94
| +1% | +$4.74K | 0.13% | 63 |
|
|
2024
Q1 | $353K | Buy |
+7,004
| New | +$353K | 0.14% | 59 |
|
|
2022
Q3 | – | Sell |
-5,953
| Closed | -$298K | – | 72 |
|
|
2022
Q2 | $298K | Buy |
5,953
+12
| +0.2% | +$601 | 0.15% | 47 |
|
|
2022
Q1 | $299K | Buy |
5,941
+6
| +0.1% | +$302 | 0.13% | 58 |
|
|
2021
Q4 | $300K | Sell |
5,935
-137,452
| -96% | -$6.95M | 0.13% | 54 |
|
|
2021
Q3 | $7.27M | Sell |
143,387
-20,358
| -12% | -$1.03M | 3.46% | 11 |
|
|
2021
Q2 | $8.31M | Buy |
163,745
+83,752
| +105% | +$4.25M | 3.97% | 9 |
|
|
2021
Q1 | $4.06M | Buy |
+79,993
| New | +$4.06M | 2.22% | 14 |
|