Clarity 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 | $1.43M | Buy |
28,128
+501
| +2% | +$25.4K | 0.35% | 40 |
|
|
2025
Q1 | $1.4M | Buy |
27,627
+8
| +0% | +$405 | 0.39% | 39 |
|
|
2024
Q4 | $1.39M | Buy |
27,619
+312
| +1% | +$15.7K | 0.38% | 39 |
|
|
2024
Q3 | $1.39M | Buy |
27,307
+994
| +4% | +$50.4K | 0.4% | 38 |
|
|
2024
Q2 | $1.33M | Hold |
26,313
| – | – | 0.43% | 38 |
|
|
2024
Q1 | $1.33M | Buy |
26,313
+1,500
| +6% | +$75.7K | 0.45% | 38 |
|
|
2023
Q4 | $1.25M | Sell |
24,813
-245
| -1% | -$12.3K | 0.47% | 38 |
|
|
2023
Q3 | $1.26M | Hold |
25,058
| – | – | 0.57% | 33 |
|
|
2023
Q2 | $1.26M | Hold |
25,058
| – | – | 0.56% | 33 |
|
|
2023
Q1 | $1.26M | Buy |
25,058
+15,612
| +165% | +$786K | 0.64% | 32 |
|
|
2022
Q4 | $474K | Buy |
9,446
+1,000
| +12% | +$50.1K | 0.27% | 44 |
|
|
2022
Q3 | $423K | Hold |
8,446
| – | – | 0.25% | 42 |
|
|
2022
Q2 | $423K | Buy |
8,446
+2,711
| +47% | +$136K | 0.24% | 43 |
|
|
2022
Q1 | $288K | Hold |
5,735
| – | – | 0.14% | 55 |
|
|
2021
Q4 | $289K | Sell |
5,735
-720
| -11% | -$36.3K | 0.13% | 56 |
|
|
2021
Q3 | $327K | Hold |
6,455
| – | – | 0.16% | 52 |
|
|
2021
Q2 | $327K | Sell |
6,455
-135
| -2% | -$6.84K | 0.17% | 48 |
|
|
2021
Q1 | $334K | Buy |
6,590
+1,000
| +18% | +$50.7K | 0.19% | 50 |
|
|
2020
Q4 | $283K | Buy |
5,590
+135
| +2% | +$6.84K | 0.17% | 51 |
|
|
2020
Q3 | $277K | Hold |
5,455
| – | – | 0.2% | 52 |
|
|
2020
Q2 | $276K | Buy |
5,455
+542
| +11% | +$27.4K | 0.22% | 56 |
|
|
2020
Q1 | $244K | Sell |
4,913
-591
| -11% | -$29.4K | 0.25% | 52 |
|
|
2019
Q4 | $277K | Buy |
+5,504
| New | +$277K | 0.23% | 52 |
|