Elevation 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 | $119K | Hold |
2,339
| – | – | 0.05% | 157 |
|
|
2025
Q1 | $118K | Hold |
2,339
| – | – | 0.05% | 150 |
|
|
2024
Q4 | $118K | Buy |
+2,339
| New | +$118K | 0.05% | 152 |
|
|
2024
Q3 | – | Sell |
-2,339
| Closed | -$117K | – | 516 |
|
|
2024
Q2 | $117K | Hold |
2,339
| – | – | 0.06% | 141 |
|
|
2024
Q1 | $117K | Sell |
2,339
-1,995
| -46% | -$100K | 0.06% | 141 |
|
|
2023
Q4 | $218K | Hold |
4,334
| – | – | 0.13% | 95 |
|
|
2023
Q3 | $217K | Buy |
4,334
+1,839
| +74% | +$92.3K | 0.19% | 53 |
|
|
2023
Q2 | $125K | Sell |
2,495
-3,817
| -60% | -$191K | 0.11% | 84 |
|
|
2023
Q1 | $318K | Buy |
+6,312
| New | +$318K | 0.29% | 45 |
|