BWM
Benchmark Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,076
| Closed | -$205K | – | 50 |
|
|
2023
Q1 | $205K | Sell |
4,076
-3,868
| -49% | -$194K | 0.13% | 50 |
|
|
2022
Q4 | $398K | Sell |
7,944
-869
| -10% | -$43.6K | 0.29% | 35 |
|
|
2022
Q3 | $442K | Sell |
8,813
-1,592
| -15% | -$79.8K | 0.35% | 28 |
|
|
2022
Q2 | $521K | Buy |
10,405
+1,492
| +17% | +$74.7K | 0.38% | 27 |
|
|
2022
Q1 | $448K | Buy |
+8,913
| New | +$448K | 0.3% | 26 |
|