CHJWM
Carlton Hofferkamp & Jenks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,500
| Closed | -$228K | – | 139 |
|
|
2021
Q2 | $228K | Sell |
4,500
-7,050
| -61% | -$357K | 0.1% | 130 |
|
|
2021
Q1 | $586K | Buy |
11,550
+450
| +4% | +$22.8K | 0.26% | 83 |
|
|
2020
Q4 | $564K | Hold |
11,100
| – | – | 0.28% | 78 |
|
|
2020
Q3 | $563K | Buy |
+11,100
| New | +$563K | 0.3% | 77 |
|