EWM
EPG Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
6,245
+36
| +0.6% | +$1.83K | 0.1% | 156 |
|
|
2025
Q1 | $314K | Sell |
6,209
-784
| -11% | -$39.7K | 0.09% | 192 |
|
|
2024
Q4 | $352K | Buy |
6,993
+38
| +0.5% | +$1.91K | 0.09% | 183 |
|
|
2024
Q3 | $353K | Buy |
+6,955
| New | +$353K | 0.09% | 189 |
|
|
2024
Q2 | – | Sell |
-7,439
| Closed | -$375K | – | 193 |
|
|
2024
Q1 | $375K | Sell |
7,439
-187
| -2% | -$9.43K | 0.09% | 193 |
|
|
2023
Q4 | $384K | Sell |
7,626
-133
| -2% | -$6.69K | 0.1% | 181 |
|
|
2023
Q3 | $389K | Sell |
7,759
-254
| -3% | -$12.7K | 0.12% | 166 |
|
|
2023
Q2 | $402K | Sell |
8,013
-220
| -3% | -$11K | 0.12% | 163 |
|
|
2023
Q1 | $414K | Buy |
8,233
+306
| +4% | +$15.4K | 0.13% | 153 |
|
|
2022
Q4 | $397K | Buy |
7,927
+25
| +0.3% | +$1.25K | 0.15% | 126 |
|
|
2022
Q3 | $396K | Buy |
7,902
+2,000
| +34% | +$100K | 0.16% | 125 |
|
|
2022
Q2 | $296K | Sell |
5,902
-3,533
| -37% | -$177K | 0.13% | 160 |
|
|
2022
Q1 | $474K | Buy |
9,435
+2,532
| +37% | +$127K | 0.16% | 117 |
|
|
2021
Q4 | $348K | Buy |
6,903
+7
| +0.1% | +$353 | 0.12% | 151 |
|
|
2021
Q3 | $350K | Buy |
6,896
+1,504
| +28% | +$76.3K | 0.14% | 142 |
|
|
2021
Q2 | $274K | Buy |
5,392
+56
| +1% | +$2.85K | 0.12% | 162 |
|
|
2021
Q1 | $271K | Buy |
+5,336
| New | +$271K | 0.13% | 148 |
|
|
2020
Q3 | – | Sell |
-7,094
| Closed | -$360K | – | 134 |
|
|
2020
Q2 | $360K | Sell |
7,094
-12,276
| -63% | -$623K | 0.26% | 93 |
|
|
2020
Q1 | $962K | Sell |
19,370
-39,962
| -67% | -$1.98M | 0.71% | 34 |
|
|
2019
Q4 | $2.99M | Buy |
+59,332
| New | +$2.99M | 2.19% | 9 |
|