Daymark Wealth Partners’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 | $6.83M | Buy |
134,850
+12,383
| +10% | +$628K | 0.26% | 81 |
|
|
2025
Q1 | $6.2M | Sell |
122,467
-7,088
| -5% | -$359K | 0.27% | 79 |
|
|
2024
Q4 | $6.53M | Buy |
129,555
+1,312
| +1% | +$66.1K | 0.28% | 77 |
|
|
2024
Q3 | $6.51M | Buy |
128,243
+7,317
| +6% | +$371K | 0.28% | 83 |
|
|
2024
Q2 | $6.1M | Buy |
120,926
+8,755
| +8% | +$442K | 0.28% | 77 |
|
|
2024
Q1 | $5.66M | Buy |
112,171
+1,369
| +1% | +$69.1K | 0.3% | 80 |
|
|
2023
Q4 | $5.57M | Buy |
110,802
+31,126
| +39% | +$1.56M | 0.34% | 72 |
|
|
2023
Q3 | $4M | Buy |
79,676
+872
| +1% | +$43.8K | 0.28% | 84 |
|
|
2023
Q2 | $3.95M | Buy |
78,804
+6,151
| +8% | +$308K | 0.29% | 79 |
|
|
2023
Q1 | $3.66M | Buy |
72,653
+9,419
| +15% | +$474K | 0.49% | 49 |
|
|
2022
Q4 | $3.17M | Buy |
+63,234
| New | +$3.17M | 0.56% | 42 |
|