CIA
Concurrent Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
99,622
+12,050
| +14% | +$611K | 0.1% | 221 |
|
|
2025
Q1 | $4.43M | Buy |
87,572
+15,681
| +22% | +$794K | 0.11% | 206 |
|
|
2024
Q4 | $3.62M | Buy |
71,891
+52,122
| +264% | +$2.63M | 0.1% | 212 |
|
|
2024
Q3 | $1M | Sell |
19,769
-18,580
| -48% | -$943K | 0.03% | 458 |
|
|
2024
Q2 | $1.94M | Buy |
38,349
+12,547
| +49% | +$633K | 0.06% | 283 |
|
|
2024
Q1 | $1.3M | Buy |
25,802
+3,370
| +15% | +$170K | 0.05% | 325 |
|
|
2023
Q4 | $1.13M | Buy |
+22,432
| New | +$1.13M | 0.05% | 314 |
|