Clearwater Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,274
| Closed | -$871K | – | 161 |
|
|
2024
Q1 | $871K | Sell |
17,274
-1,328
| -7% | -$67K | 0.09% | 72 |
|
|
2023
Q4 | $934K | Buy |
18,602
+5,962
| +47% | +$299K | 0.1% | 71 |
|
|
2023
Q3 | $634K | Buy |
12,640
+70
| +0.6% | +$3.51K | 0.08% | 73 |
|
|
2023
Q2 | $630K | Sell |
12,570
-1,003
| -7% | -$50.3K | 0.08% | 79 |
|
|
2023
Q1 | $683K | Buy |
13,573
+486
| +4% | +$24.5K | 0.08% | 74 |
|
|
2022
Q4 | $656K | Buy |
+13,087
| New | +$656K | 0.09% | 82 |
|
|
2021
Q1 | – | Sell |
-20,185
| Closed | -$1.03M | – | 165 |
|
|
2020
Q4 | $1.03M | Buy |
+20,185
| New | +$1.03M | 0.14% | 71 |
|