Capital Planning Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $608K | Hold |
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|
2025
Q2 | $608K | Hold |
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|
2025
Q1 | $607K | Hold |
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|
2024
Q4 | $604K | Buy |
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|
2024
Q3 | $408K | Hold |
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|
2024
Q2 | $406K | Hold |
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|
2024
Q1 | $405K | Hold |
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|
2023
Q4 | $404K | Hold |
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|
2023
Q3 | $403K | Hold |
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|
2023
Q2 | $403K | Hold |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $469K | Sell |
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|
2022
Q3 | $568K | Sell |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $652K | Sell |
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|
2021
Q3 | $985K | Buy |
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|
2021
Q2 | $718K | Sell |
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|
2021
Q1 | $873K | Sell |
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|
2020
Q4 | $937K | Sell |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $1.49M | Sell |
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|
2019
Q4 | $15.9M | Buy |
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|
2019
Q3 | $15.7M | Buy |
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|
2019
Q2 | $14.6M | Buy |
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|
2019
Q1 | $14M | Buy |
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|
2018
Q4 | $13.5M | Buy |
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