Congress Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Congress Wealth Management’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	$17.5M	Buy
2025 Q1	$15.8M	Buy
2024 Q4	$1.16M	Buy
2024 Q3	$1.07M	Buy
2024 Q2	$252K	Sell
2024 Q1	$341K	Buy
2023 Q1	–	Sell
2022 Q4	$227K	Buy
2022 Q2	–	Sell
2022 Q1	$7.08M	Sell
2021 Q4	$38.6M	Buy