Cherry Tree Wealth Management’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
2026 Q1	$1.93M	Buy	38,041 +3,167	+9%	+$160K	0.41%	51
2025 Q4	$1.76M	Buy	34,874 +9,365	+37%	+$475K	0.37%	53
2025 Q3	$1.29M	Buy	25,509 +3,021	+13%	+$153K	0.28%	63
2025 Q2	$1.14M	Buy	22,488 +533	+2%	+$26.9K	0.26%	66
2025 Q1	$1.11M	Buy	21,955 +1,463	+7%	+$73.9K	0.27%	67
2024 Q4	$1.03M	Buy	20,492 +2,109	+11%	+$107K	0.26%	67
2024 Q3	$933K	Buy	18,383 +1,790	+11%	+$90.5K	0.22%	73
2024 Q2	$837K	Sell	16,593 -100	-0.6%	-$5.04K	0.21%	74
2024 Q1	$842K	Sell	16,693 -170	-1%	-$8.56K	0.21%	72
2023 Q4	$847K	Sell	16,863 -305	-2%	-$15.3K	0.23%	70
2023 Q3	$861K	Buy	17,168 +735	+4%	+$36.8K	0.25%	60
2023 Q2	$824K	Buy	+16,433	New	+$825K	0.24%	60