ETIA
Epic Trust Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $456K | Sell |
9,035
-2,377
| -21% | -$120K | 0.5% | 47 |
|
|
2024
Q1 | $576K | Sell |
11,412
-2,308
| -17% | -$116K | 0.71% | 35 |
|
|
2023
Q4 | $689K | Sell |
13,720
-1,166
| -8% | -$58.6K | 0.92% | 27 |
|
|
2023
Q3 | $747K | Sell |
14,886
-4,183
| -22% | -$210K | 1.18% | 22 |
|
|
2023
Q2 | $956K | Sell |
19,069
-1,705
| -8% | -$85.5K | 1.36% | 18 |
|
|
2023
Q1 | $1.05M | Buy |
20,774
+1,447
| +7% | +$72.8K | 1.27% | 19 |
|
|
2022
Q4 | $969K | Sell |
19,327
-5,285
| -21% | -$265K | 1.46% | 15 |
|
|
2022
Q3 | $1.24M | Buy |
24,612
+4,406
| +22% | +$221K | 1.71% | 14 |
|
|
2022
Q2 | $1.01M | Sell |
20,206
-4,860
| -19% | -$243K | 1.91% | 14 |
|
|
2022
Q1 | $1.26M | Sell |
25,066
-337
| -1% | -$16.9K | 1.96% | 13 |
|
|
2021
Q4 | $1.28M | Buy |
+25,403
| New | +$1.28M | 1.86% | 14 |
|