Confluence Wealth Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Confluence Wealth Services’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Buy
2025 Q1	$1.11M	Buy
2024 Q4	$963K	Sell
2024 Q3	$1.16M	Buy
2024 Q2	$731K	Buy
2024 Q1	$645K	Buy
2023 Q4	$523K	Sell
2023 Q3	$571K	Buy
2022 Q1	–	Sell
2021 Q4	$29K	Buy