Cherry Tree Wealth Management’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 | $1.14M | Buy |
22,488
+533
| +2% | +$27K | 0.26% | 66 |
|
|
2025
Q1 | $1.11M | Buy |
21,955
+1,463
| +7% | +$74.1K | 0.27% | 67 |
|
|
2024
Q4 | $1.03M | Buy |
20,492
+2,109
| +11% | +$106K | 0.26% | 67 |
|
|
2024
Q3 | $933K | Buy |
18,383
+1,790
| +11% | +$90.8K | 0.22% | 73 |
|
|
2024
Q2 | $837K | Sell |
16,593
-100
| -0.6% | -$5.05K | 0.21% | 74 |
|
|
2024
Q1 | $842K | Sell |
16,693
-170
| -1% | -$8.58K | 0.21% | 72 |
|
|
2023
Q4 | $847K | Sell |
16,863
-305
| -2% | -$15.3K | 0.23% | 70 |
|
|
2023
Q3 | $861K | Buy |
17,168
+735
| +4% | +$36.9K | 0.25% | 60 |
|
|
2023
Q2 | $824K | Buy |
+16,433
| New | +$824K | 0.24% | 60 |
|