ESB
Essex Savings Bank’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 | $1.88M | Buy |
37,036
+5,340
| +17% | +$271K | 0.45% | 50 |
|
|
2025
Q1 | $1.6M | Buy |
31,696
+3,250
| +11% | +$165K | 0.39% | 56 |
|
|
2024
Q4 | $1.43M | Sell |
28,446
-100
| -0.4% | -$5.04K | 0.35% | 65 |
|
|
2024
Q3 | $1.45M | Sell |
28,546
-7,166
| -20% | -$364K | 0.36% | 62 |
|
|
2024
Q2 | $1.8M | Buy |
35,712
+9,545
| +36% | +$482K | 0.49% | 41 |
|
|
2024
Q1 | $1.31M | Hold |
26,167
| – | – | 0.38% | 62 |
|
|
2023
Q4 | $1.31M | Hold |
26,167
| – | – | 0.38% | 62 |
|
|
2023
Q3 | $1.31M | Sell |
26,167
-1,388
| -5% | -$69.7K | 0.44% | 48 |
|
|
2023
Q2 | $1.38M | Hold |
27,555
| – | – | 0.46% | 49 |
|
|
2023
Q1 | $1.39M | Sell |
27,555
-1,538
| -5% | -$77.4K | 0.48% | 45 |
|
|
2022
Q4 | $1.46M | Buy |
29,093
+21,982
| +309% | +$1.1M | 0.51% | 42 |
|
|
2022
Q3 | $356K | Hold |
7,111
| – | – | 0.14% | 143 |
|
|
2022
Q2 | $356K | Buy |
7,111
+200
| +3% | +$10K | 0.14% | 143 |
|
|
2022
Q1 | $348K | Buy |
6,911
+1,512
| +28% | +$76.1K | 0.12% | 154 |
|
|
2021
Q4 | $273K | Buy |
+5,399
| New | +$273K | 0.09% | 177 |
|