Brown Miller 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 | $493K | Buy |
9,724
+110
| +1% | +$5.58K | 0.15% | 108 |
|
|
2025
Q1 | $487K | Sell |
9,614
-990
| -9% | -$50.1K | 0.17% | 105 |
|
|
2024
Q4 | $534K | Sell |
10,604
-1,391
| -12% | -$70.1K | 0.2% | 81 |
|
|
2024
Q3 | $609K | Sell |
11,995
-5,324
| -31% | -$270K | 0.24% | 69 |
|
|
2024
Q2 | $874K | Buy |
17,319
+4,482
| +35% | +$226K | 0.36% | 57 |
|
|
2024
Q1 | $648K | Sell |
12,837
-5,001
| -28% | -$252K | 0.29% | 67 |
|
|
2023
Q4 | $896K | Sell |
17,838
-3,775
| -17% | -$190K | 0.45% | 52 |
|
|
2023
Q3 | $1.08M | Buy |
21,613
+443
| +2% | +$22.2K | 0.61% | 48 |
|
|
2023
Q2 | $1.06M | Buy |
21,170
+141
| +0.7% | +$7.07K | 0.57% | 48 |
|
|
2023
Q1 | $1.06M | Sell |
21,029
-7,395
| -26% | -$372K | 0.63% | 47 |
|
|
2022
Q4 | $1.42M | Sell |
28,424
-37,530
| -57% | -$1.88M | 0.9% | 37 |
|
|
2022
Q3 | $3.31M | Sell |
65,954
-35,442
| -35% | -$1.78M | 2.35% | 8 |
|
|
2022
Q2 | $5.07M | Sell |
101,396
-10,429
| -9% | -$522K | 3.45% | 4 |
|
|
2022
Q1 | $5.62M | Buy |
111,825
+51,572
| +86% | +$2.59M | 3.25% | 5 |
|
|
2021
Q4 | $3.04M | Sell |
60,253
-1,677
| -3% | -$84.6K | 1.74% | 13 |
|
|
2021
Q3 | $3.14M | Sell |
61,930
-11,795
| -16% | -$598K | 1.97% | 11 |
|
|
2021
Q2 | $3.74M | Sell |
73,725
-2,344
| -3% | -$119K | 2.39% | 8 |
|
|
2021
Q1 | $3.86M | Sell |
76,069
-11,680
| -13% | -$593K | 2.73% | 7 |
|
|
2020
Q4 | $4.46M | Buy |
+87,749
| New | +$4.46M | 3.35% | 6 |
|