EisnerAmper Wealth Management Corporate Benefits’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 | $252K | Sell |
5,008
-12,956
| -72% | -$652K | 0.09% | 64 |
|
|
2023
Q3 | $901K | Buy |
17,964
+2,866
| +19% | +$144K | 0.4% | 43 |
|
|
2023
Q2 | $757K | Sell |
15,098
-10,137
| -40% | -$508K | 0.36% | 37 |
|
|
2023
Q1 | $1.27M | Sell |
25,235
-4,732
| -16% | -$238K | 0.61% | 34 |
|
|
2022
Q4 | $1.5M | Buy |
29,967
+23,429
| +358% | +$1.17M | 0.77% | 28 |
|
|
2022
Q3 | $328K | Sell |
6,538
-990
| -13% | -$49.7K | 0.19% | 36 |
|
|
2022
Q2 | $377K | Sell |
7,528
-1,390
| -16% | -$69.6K | 0.2% | 36 |
|
|
2022
Q1 | $448K | Sell |
8,918
-7,330
| -45% | -$368K | 0.22% | 38 |
|
|
2021
Q4 | $820K | Buy |
+16,248
| New | +$820K | 0.37% | 33 |
|
|
2018
Q4 | – | Sell |
-17,694
| Closed | -$887K | – | 39 |
|
|
2018
Q3 | $887K | Sell |
17,694
-33,099
| -65% | -$1.66M | 0.69% | 24 |
|
|
2018
Q2 | $2.55M | Buy |
+50,793
| New | +$2.55M | 2.07% | 15 |
|