CWM
Centurion 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 | $515K | Buy |
10,160
+200
| +2% | +$10.1K | 0.15% | 118 |
|
|
2025
Q1 | $502K | Hold |
9,960
| – | – | 0.16% | 104 |
|
|
2024
Q4 | $502K | Hold |
9,960
| – | – | 0.16% | 104 |
|
|
2024
Q3 | $505K | Buy |
+9,960
| New | +$505K | 0.16% | 98 |
|
|
2024
Q1 | $519K | Buy |
10,279
+360
| +4% | +$18.2K | 0.2% | 85 |
|
|
2023
Q4 | $498K | Sell |
9,919
-220
| -2% | -$11.1K | 0.21% | 80 |
|
|
2023
Q3 | $509K | Sell |
10,139
-5,513
| -35% | -$277K | 0.25% | 70 |
|
|
2023
Q2 | $785K | Sell |
15,652
-51,543
| -77% | -$2.58M | 0.38% | 54 |
|
|
2023
Q1 | $3.38M | Sell |
67,195
-7,908
| -11% | -$398K | 1.71% | 15 |
|
|
2022
Q4 | $3.76M | Buy |
+75,103
| New | +$3.76M | 2.12% | 11 |
|