EFG
Ethos Financial Group’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 | $431K | Sell |
8,497
-375
| -4% | -$19K | 0.04% | 289 |
|
|
2025
Q1 | $449K | Hold |
8,872
| – | – | 0.04% | 248 |
|
|
2024
Q4 | $449K | Sell |
8,872
-1,813
| -17% | -$91.7K | 0.06% | 170 |
|
|
2024
Q3 | $542K | Sell |
10,685
-3,369
| -24% | -$171K | 0.09% | 125 |
|
|
2024
Q2 | $709K | Sell |
14,054
-46,917
| -77% | -$2.37M | 0.12% | 102 |
|
|
2024
Q1 | $3.08M | Sell |
60,971
-17,397
| -22% | -$878K | 0.58% | 44 |
|
|
2023
Q4 | $3.96M | Sell |
78,368
-152,662
| -66% | -$7.7M | 0.84% | 33 |
|
|
2023
Q3 | $12.2M | Buy |
231,030
+158,821
| +220% | +$8.4M | 3.16% | 4 |
|
|
2023
Q2 | $3.64M | Hold |
72,209
| – | – | 1.23% | 26 |
|
|
2023
Q1 | $3.64M | Sell |
72,209
-19,031
| -21% | -$959K | 1.13% | 27 |
|
|
2022
Q4 | $4.6M | Buy |
+91,240
| New | +$4.6M | 1.56% | 24 |
|