BKM Wealth 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
2024
Q4
Sell
-8,044
Closed -$408K 163
2024
Q3
$408K Buy
8,044
+459
+6% +$23.3K 0.17% 122
2024
Q2
$383K Sell
7,585
-34
-0.4% -$1.72K 0.18% 119
2024
Q1
$384K Sell
7,619
-9,790
-56% -$494K 0.17% 121
2023
Q4
$874K Buy
+17,409
New +$874K 0.37% 72