BAWC
Boyce & Associates Wealth Consulting’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 | $5.97M | Sell |
117,779
-6,210
| -5% | -$315K | 5.45% | 5 |
|
|
2025
Q1 | $6.28M | Buy |
123,989
+19,562
| +19% | +$990K | 6.28% | 4 |
|
|
2024
Q4 | $5.26M | Sell |
104,427
-1,529
| -1% | -$77K | 5.32% | 5 |
|
|
2024
Q3 | $5.38M | Buy |
105,956
+27,444
| +35% | +$1.39M | 5.59% | 5 |
|
|
2024
Q2 | $3.96M | Buy |
78,512
+8,715
| +12% | +$440K | 4.65% | 6 |
|
|
2024
Q1 | $3.52M | Sell |
69,797
-13,053
| -16% | -$659K | 4.55% | 7 |
|
|
2023
Q4 | $4.16M | Sell |
82,850
-15,013
| -15% | -$754K | 6.05% | 5 |
|
|
2023
Q3 | $4.91M | Buy |
97,863
+7,893
| +9% | +$396K | 8.18% | 4 |
|
|
2023
Q2 | $4.51M | Buy |
89,970
+16,782
| +23% | +$841K | 7.54% | 5 |
|
|
2023
Q1 | $3.68M | Buy |
73,188
+27,085
| +59% | +$1.36M | 6.59% | 5 |
|
|
2022
Q4 | $2.31M | Buy |
46,103
+4,533
| +11% | +$227K | 4.42% | 8 |
|
|
2022
Q3 | $2.09M | Buy |
+41,570
| New | +$2.09M | 4.29% | 9 |
|