Certified Advisory Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
62,120
+623
| +1% | +$31.6K | 0.33% | 84 |
|
|
2025
Q1 | $3.11M | Buy |
61,497
+2,929
| +5% | +$148K | 0.35% | 80 |
|
|
2024
Q4 | $2.95M | Buy |
58,568
+15,504
| +36% | +$781K | 0.32% | 87 |
|
|
2024
Q3 | $2.19M | Buy |
43,064
+1,819
| +4% | +$92.3K | 0.24% | 104 |
|
|
2024
Q2 | $2.08M | Buy |
41,245
+5,753
| +16% | +$290K | 0.26% | 99 |
|
|
2024
Q1 | $1.79M | Buy |
35,492
+4,295
| +14% | +$217K | 0.25% | 102 |
|
|
2023
Q4 | $1.57M | Sell |
31,197
-2,947
| -9% | -$148K | 0.24% | 105 |
|
|
2023
Q3 | $1.71M | Buy |
34,144
+3,074
| +10% | +$154K | 0.32% | 91 |
|
|
2023
Q2 | $1.56M | Sell |
31,070
-4,195
| -12% | -$210K | 0.29% | 91 |
|
|
2023
Q1 | $1.77M | Sell |
35,265
-42,351
| -55% | -$2.13M | 0.32% | 90 |
|
|
2022
Q4 | $3.89M | Sell |
77,616
-22,973
| -23% | -$1.15M | 0.77% | 30 |
|
|
2022
Q3 | $5.05M | Sell |
100,589
-20,751
| -17% | -$1.04M | 1.15% | 21 |
|
|
2022
Q2 | $6.08M | Buy |
121,340
+7,092
| +6% | +$355K | 1.36% | 19 |
|
|
2022
Q1 | $5.74M | Buy |
114,248
+78,686
| +221% | +$3.96M | 1.22% | 18 |
|
|
2021
Q4 | $1.8M | Buy |
+35,562
| New | +$1.8M | 0.4% | 66 |
|