BWG
Beta Wealth Group’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 | $328K | Buy |
6,480
+2,462
| +61% | +$125K | 0.12% | 88 |
|
|
2025
Q1 | $203K | Buy |
+4,018
| New | +$203K | 0.07% | 102 |
|
|
2023
Q1 | – | Sell |
-23,579
| Closed | -$1.18M | – | 110 |
|
|
2022
Q4 | $1.18M | Buy |
23,579
+203
| +0.9% | +$10.2K | 0.79% | 35 |
|
|
2022
Q3 | $1.17M | Sell |
23,376
-924
| -4% | -$46.4K | 0.85% | 35 |
|
|
2022
Q2 | $1.22M | Sell |
24,300
-79
| -0.3% | -$3.96K | 0.82% | 37 |
|
|
2022
Q1 | $1.23M | Buy |
+24,379
| New | +$1.23M | 0.82% | 35 |
|
|
2021
Q1 | – | Sell |
-23,854
| Closed | -$1.21M | – | 62 |
|
|
2020
Q4 | $1.21M | Buy |
+23,854
| New | +$1.21M | 1.04% | 26 |
|