CWM
Congress Wealth Management’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 | $17.5M | Buy |
344,711
+32,096
| +10% | +$1.63M | 0.17% | 146 |
|
|
2025
Q1 | $15.8M | Buy |
312,615
+289,620
| +1,259% | +$14.7M | 0.19% | 138 |
|
|
2024
Q4 | $1.16M | Buy |
22,995
+1,814
| +9% | +$91.4K | 0.02% | 498 |
|
|
2024
Q3 | $1.07M | Buy |
21,181
+16,182
| +324% | +$821K | 0.01% | 511 |
|
|
2024
Q2 | $252K | Sell |
4,999
-1,759
| -26% | -$88.8K | ﹤0.01% | 651 |
|
|
2024
Q1 | $341K | Buy |
+6,758
| New | +$341K | 0.01% | 492 |
|
|
2023
Q1 | – | Sell |
-4,519
| Closed | -$227K | – | 568 |
|
|
2022
Q4 | $227K | Buy |
+4,519
| New | +$227K | 0.01% | 521 |
|
|
2022
Q2 | – | Sell |
-140,848
| Closed | -$7.08M | – | 592 |
|
|
2022
Q1 | $7.08M | Sell |
140,848
-624,143
| -82% | -$31.4M | 0.15% | 173 |
|
|
2021
Q4 | $38.6M | Buy |
+764,991
| New | +$38.6M | 0.77% | 29 |
|