Birch Capital Management’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 | $1M | Sell |
19,774
-593
| -3% | -$30.1K | 0.51% | 41 |
|
|
2025
Q1 | $1.03M | Sell |
20,367
-403
| -2% | -$20.4K | 0.54% | 39 |
|
|
2024
Q4 | $1.05M | Sell |
20,770
-16,756
| -45% | -$844K | 0.53% | 38 |
|
|
2024
Q3 | $1.9M | Sell |
37,526
-3,341
| -8% | -$170K | 0.93% | 34 |
|
|
2024
Q2 | $2.06M | Sell |
40,867
-7,567
| -16% | -$382K | 1.07% | 31 |
|
|
2024
Q1 | $2.44M | Buy |
48,434
+35,988
| +289% | +$1.82M | 1.27% | 27 |
|
|
2023
Q4 | $625K | Sell |
12,446
-8,644
| -41% | -$434K | 0.36% | 48 |
|
|
2023
Q3 | $1.06M | Buy |
21,090
+5,535
| +36% | +$278K | 0.67% | 37 |
|
|
2023
Q2 | $780K | Buy |
15,555
+3,838
| +33% | +$192K | 0.47% | 43 |
|
|
2023
Q1 | $590K | Buy |
11,717
+11,252
| +2,420% | +$566K | 0.38% | 42 |
|
|
2022
Q4 | $23.3K | Buy |
+465
| New | +$23.3K | 0.02% | 84 |
|