Echo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,172
| Closed | -$912K | – | 42 |
|
|
2023
Q3 | $912K | Buy |
18,172
+1,512
| +9% | +$75.9K | 0.98% | 22 |
|
|
2023
Q2 | $834K | Sell |
16,660
-3,349
| -17% | -$168K | 0.9% | 24 |
|
|
2023
Q1 | $1.01M | Sell |
20,009
-11,462
| -36% | -$577K | 1.11% | 22 |
|
|
2022
Q4 | $1.58M | Buy |
31,471
+14,468
| +85% | +$726K | 1.68% | 18 |
|
|
2022
Q3 | $852K | Buy |
17,003
+444
| +3% | +$22.2K | 1.12% | 23 |
|
|
2022
Q2 | $828K | Buy |
16,559
+6,115
| +59% | +$306K | 1.11% | 22 |
|
|
2022
Q1 | $524K | Buy |
+10,444
| New | +$524K | 0.62% | 28 |
|