Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.9M | Buy |
236,666
+62,855
| +36% | +$3.15M | 1.02% | 40 |
|
|
2022
Q2 | $8.71M | Buy |
173,811
+156,949
| +931% | +$7.86M | 0.7% | 53 |
|
|
2022
Q1 | $848K | Buy |
16,862
+5,639
| +50% | +$284K | 0.06% | 124 |
|
|
2021
Q4 | $567K | Buy |
11,223
+121
| +1% | +$6.11K | 0.04% | 136 |
|
|
2021
Q3 | $563K | Hold |
11,102
| – | – | 0.04% | 135 |
|
|
2021
Q2 | $563K | Buy |
11,102
+3,449
| +45% | +$175K | 0.05% | 130 |
|
|
2021
Q1 | $388K | Sell |
7,653
-408
| -5% | -$20.7K | 0.04% | 158 |
|
|
2020
Q4 | $409K | Buy |
8,061
+1,900
| +31% | +$96.4K | 0.04% | 147 |
|
|
2020
Q3 | $313K | Buy |
+6,161
| New | +$313K | 0.04% | 148 |
|