Ergawealth Advisors’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 | $4.05M | Sell |
79,971
-8,398
| -10% | -$426K | 1.82% | 16 |
|
|
2025
Q1 | $4.47M | Buy |
88,369
+1,672
| +2% | +$84.7K | 2.22% | 14 |
|
|
2024
Q4 | $4.37M | Buy |
86,697
+3,694
| +4% | +$186K | 2.16% | 14 |
|
|
2024
Q3 | $4.21M | Sell |
83,003
-6,879
| -8% | -$349K | 2.09% | 15 |
|
|
2024
Q2 | $4.54M | Buy |
89,882
+2,138
| +2% | +$108K | 2.47% | 13 |
|
|
2024
Q1 | $4.43M | Sell |
87,744
-6,044
| -6% | -$305K | 2.43% | 12 |
|
|
2023
Q4 | $4.71M | Sell |
93,788
-2,237
| -2% | -$112K | 2.9% | 11 |
|
|
2023
Q3 | $4.82M | Buy |
96,025
+19,133
| +25% | +$960K | 3.33% | 9 |
|
|
2023
Q2 | $3.86M | Buy |
76,892
+25,604
| +50% | +$1.28M | 2.64% | 11 |
|
|
2023
Q1 | $2.58M | Buy |
51,288
+23,759
| +86% | +$1.2M | 2.1% | 11 |
|
|
2022
Q4 | $1.38M | Buy |
+27,529
| New | +$1.38M | 1.25% | 13 |
|