Carson Wealth (CWM LLC)’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 | $58.9M | Buy |
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|
2025
Q2 | $57.5M | Sell |
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|
2025
Q1 | $58.7M | Buy |
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|
2024
Q4 | $55.4M | Buy |
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|
2024
Q3 | $53M | Sell |
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|
2024
Q2 | $53.6M | Sell |
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|
2024
Q1 | $55.7M | Buy |
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|
2023
Q4 | $49.2M | Buy |
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|
2023
Q3 | $41.4M | Buy |
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|
2023
Q2 | $24M | Buy |
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|
2023
Q1 | $22.3M | Sell |
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|
2022
Q4 | $22.7M | Buy |
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|
2022
Q3 | $20.5M | Buy |
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|
2022
Q2 | $18.5M | Buy |
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|
2022
Q1 | $16M | Buy |
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|
2021
Q4 | $6.35M | Buy |
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|
2021
Q2 | $4.97M | Hold |
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|
2021
Q1 | $4.97M | Hold |
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|
2020
Q4 | $4.97M | Hold |
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|
2020
Q3 | $4.97M | Hold |
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|
2020
Q2 | $4.97M | Hold |
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|
2020
Q1 | $4.97M | Hold |
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|
2019
Q4 | $4.97M | Hold |
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|
2019
Q3 | $4.97M | Hold |
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|
2019
Q2 | $4.97M | Hold |
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|
2019
Q1 | $4.97M | Buy |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $1.91M | Buy |
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|
2018
Q2 | $1.3M | Buy |
|