BlackDiamond 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
4,948
-53
| -1% | -$2.68K | 0.14% | 137 |
|
|
2025
Q1 | $252K | Sell |
5,001
-3,696
| -42% | -$187K | 0.17% | 119 |
|
|
2024
Q4 | $438K | Buy |
8,697
+439
| +5% | +$22.1K | 0.25% | 88 |
|
|
2024
Q3 | $416K | Buy |
8,258
+491
| +6% | +$24.8K | 0.25% | 91 |
|
|
2024
Q2 | $392K | Buy |
7,767
+983
| +14% | +$49.6K | 0.26% | 89 |
|
|
2024
Q1 | $342K | Hold |
6,784
| – | – | 0.24% | 92 |
|
|
2023
Q4 | $341K | Sell |
6,784
-724
| -10% | -$36.4K | 0.25% | 87 |
|
|
2023
Q3 | $377K | Sell |
7,508
-3,839
| -34% | -$193K | 0.34% | 70 |
|
|
2023
Q2 | $569K | Buy |
11,347
+1,437
| +15% | +$72.1K | 0.48% | 55 |
|
|
2023
Q1 | $499K | Buy |
+9,910
| New | +$499K | 0.51% | 48 |
|
|
2022
Q2 | – | Sell |
-12,763
| Closed | -$642K | – | 122 |
|
|
2022
Q1 | $642K | Sell |
12,763
-796
| -6% | -$40K | 0.77% | 36 |
|
|
2021
Q4 | $684K | Buy |
+13,559
| New | +$684K | 0.79% | 34 |
|