Core Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Hold |
16,139
| – | – | 0.24% | 40 |
|
|
2025
Q1 | $817K | Buy |
16,139
+432
| +3% | +$21.9K | 0.26% | 38 |
|
|
2024
Q4 | $791K | Buy |
15,707
+1,979
| +14% | +$99.7K | 0.26% | 36 |
|
|
2024
Q3 | $697K | Hold |
13,728
| – | – | 0.22% | 37 |
|
|
2024
Q2 | $693K | Buy |
13,728
+176
| +1% | +$8.88K | 0.24% | 36 |
|
|
2024
Q1 | $684K | Hold |
13,552
| – | – | 0.23% | 30 |
|
|
2023
Q4 | $681K | Hold |
13,552
| – | – | 0.25% | 28 |
|
|
2023
Q3 | $680K | Buy |
13,552
+1,152
| +9% | +$57.8K | 0.28% | 29 |
|
|
2023
Q2 | $622K | Buy |
12,400
+31
| +0.3% | +$1.55K | 0.25% | 29 |
|
|
2023
Q1 | $622K | Buy |
12,369
+7,767
| +169% | +$391K | 0.25% | 30 |
|
|
2022
Q4 | $231K | Buy |
+4,602
| New | +$231K | 0.1% | 38 |
|