CWM
Cahaba Wealth Management’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 | $16.9M | Sell |
334,126
-2,064
| -0.6% | -$105K | 1.32% | 15 |
|
|
2025
Q1 | $17M | Buy |
336,190
+15,299
| +5% | +$775K | 1.41% | 13 |
|
|
2024
Q4 | $16.2M | Buy |
320,891
+18,324
| +6% | +$923K | 1.34% | 14 |
|
|
2024
Q3 | $15.4M | Buy |
302,567
+12,703
| +4% | +$645K | 1.27% | 15 |
|
|
2024
Q2 | $14.6M | Buy |
289,864
+21,580
| +8% | +$1.09M | 1.29% | 15 |
|
|
2024
Q1 | $13.5M | Buy |
268,284
+18,580
| +7% | +$937K | 1.23% | 15 |
|
|
2023
Q4 | $12.5M | Buy |
249,704
+13,408
| +6% | +$673K | 1.24% | 15 |
|
|
2023
Q3 | $11.9M | Buy |
236,296
+23,303
| +11% | +$1.17M | 1.31% | 14 |
|
|
2023
Q2 | $10.7M | Buy |
212,993
+16,984
| +9% | +$852K | 1.15% | 14 |
|
|
2023
Q1 | $9.86M | Buy |
196,009
+35,593
| +22% | +$1.79M | 1.13% | 14 |
|
|
2022
Q4 | $8.04M | Buy |
160,416
+32,101
| +25% | +$1.61M | 1% | 15 |
|
|
2022
Q3 | $6.44M | Buy |
+128,315
| New | +$6.44M | 0.89% | 14 |
|