CWA
Continuum Wealth 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 | $1M | Sell |
19,756
-612
| -3% | -$31K | 0.48% | 21 |
|
|
2025
Q1 | $1.03M | Sell |
20,368
-941
| -4% | -$47.6K | 0.53% | 19 |
|
|
2024
Q4 | $1.07M | Sell |
21,309
-904
| -4% | -$45.5K | 0.54% | 21 |
|
|
2024
Q3 | $1.13M | Sell |
22,213
-169,729
| -88% | -$8.61M | 0.6% | 21 |
|
|
2024
Q2 | $9.69M | Buy |
+191,942
| New | +$9.69M | 5.1% | 6 |
|