Choice Wealth Advisors’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 | $10.9M | Buy |
214,351
+5,273
| +3% | +$267K | 4.91% | 9 |
|
|
2025
Q1 | $10.6M | Buy |
209,078
+288
| +0.1% | +$14.6K | 5.52% | 8 |
|
|
2024
Q4 | $10.5M | Buy |
208,790
+8,836
| +4% | +$445K | 5.37% | 8 |
|
|
2024
Q3 | $10.1M | Buy |
199,954
+7,186
| +4% | +$365K | 5.07% | 8 |
|
|
2024
Q2 | $9.73M | Buy |
192,768
+9,236
| +5% | +$466K | 5.16% | 8 |
|
|
2024
Q1 | $9.26M | Buy |
183,532
+4,107
| +2% | +$207K | 5.61% | 7 |
|
|
2023
Q4 | $9.01M | Buy |
179,425
+8,176
| +5% | +$411K | 5.58% | 7 |
|
|
2023
Q3 | $8.59M | Buy |
171,249
+834
| +0.5% | +$41.9K | 6.07% | 7 |
|
|
2023
Q2 | $8.54M | Buy |
170,415
+7,410
| +5% | +$372K | 5.81% | 7 |
|
|
2023
Q1 | $8.2M | Sell |
163,005
-4,945
| -3% | -$249K | 5.96% | 7 |
|
|
2022
Q4 | $8.42M | Buy |
167,950
+13,506
| +9% | +$677K | 6.32% | 7 |
|
|
2022
Q3 | $7.75M | Buy |
+154,444
| New | +$7.75M | 6.48% | 6 |
|
|
2022
Q2 | – | Sell |
-152,094
| Closed | -$7.64M | – | 45 |
|
|
2022
Q1 | $7.64M | Sell |
152,094
-11,932
| -7% | -$600K | 6.06% | 6 |
|
|
2021
Q4 | $8.28M | Buy |
164,026
+19,424
| +13% | +$981K | 6.09% | 6 |
|
|
2021
Q3 | $7.33M | Sell |
144,602
-22,404
| -13% | -$1.14M | 5.95% | 6 |
|
|
2021
Q2 | $8.47M | Buy |
167,006
+7,333
| +5% | +$372K | 6.09% | 6 |
|
|
2021
Q1 | $8.1M | Buy |
159,673
+5,655
| +4% | +$287K | 6.69% | 6 |
|
|
2020
Q4 | $7.82M | Buy |
+154,018
| New | +$7.82M | 7.06% | 6 |
|