Delos 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 | $2.29M | Sell |
45,130
-2,669
| -6% | -$135K | 1.78% | 24 |
|
|
2025
Q1 | $2.42M | Buy |
47,799
+333
| +0.7% | +$16.9K | 1.92% | 22 |
|
|
2024
Q4 | $2.39M | Buy |
47,466
+1,556
| +3% | +$78.4K | 1.9% | 22 |
|
|
2024
Q3 | $2.33M | Sell |
45,910
-25
| -0.1% | -$1.27K | 2.03% | 22 |
|
|
2024
Q2 | $2.32M | Sell |
45,935
-3,877
| -8% | -$196K | 2.24% | 18 |
|
|
2024
Q1 | $2.51M | Sell |
49,812
-49,012
| -50% | -$2.47M | 2.82% | 9 |
|
|
2023
Q4 | $4.96M | Sell |
98,824
-5,804
| -6% | -$292K | 7.2% | 2 |
|
|
2023
Q3 | $5.26M | Sell |
104,628
-1,666
| -2% | -$83.7K | 6.37% | 2 |
|
|
2023
Q2 | $5.33M | Sell |
106,294
-2,266
| -2% | -$114K | 6.8% | 2 |
|
|
2023
Q1 | $5.46M | Buy |
108,560
+3,696
| +4% | +$186K | 6.91% | 2 |
|
|
2022
Q4 | $5.26M | Buy |
104,864
+21,771
| +26% | +$1.09M | 8.11% | 1 |
|
|
2022
Q3 | $4.17M | Buy |
+83,093
| New | +$4.17M | 4.99% | 2 |
|